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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 | $8,780 | $154,228-94.3% | $145,433-94.0% | $137,256-93.6% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 20.98% | 74.59%-53.6pp | 66.58%-45.6pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,069 | $4,804-77.7% | $4,554-76.5% | $4,156-74.3% |
| Participant deferral / active EE | $1,439 | $8,216-82.5% | $7,897-81.8% | $6,407-77.5% |
| Admin fee / account holder | $3,386 | $14,344-76.4% | $13,129-74.2% | $12,270-72.4% |