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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 | $2,780 | $185,312-98.5% | $161,489-98.3% | $154,746-98.2% |
| Participation rate | 93.8% | 82.5%+11.3pp | 78.7%+15.1pp | 80.7%+13.0pp |
| Annual return | 18.53% | 103.84%-85.3pp | 89.72%-71.2pp | 172.34%-153.8pp |
| Employer contribution / active EE | $1,175 | $4,769-75.4% | $4,268-72.5% | $4,379-73.2% |
| Participant deferral / active EE | $1,289 | $6,350-79.7% | $5,630-77.1% | $6,730-80.8% |
| Admin fee / account holder | $826 | $18,654-95.6% | $16,006-94.8% | $14,365-94.3% |