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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,652 | $155,555-94.4% | $146,866-94.1% | $155,188-94.4% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.5%+4.2pp | 80.8%+5.9pp |
| Annual return | 25.30% | 115.41%-90.1pp | 102.85%-77.6pp | 148.84%-123.5pp |
| Employer contribution / active EE | $1,623 | $4,647-65.1% | $4,425-63.3% | $4,248-61.8% |
| Participant deferral / active EE | $2,246 | $8,044-72.1% | $7,759-71.1% | $6,531-65.6% |
| Admin fee / account holder | $573 | $14,755-96.1% | $13,620-95.8% | $14,480-96.0% |