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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 | $8,745 | $155,555-94.4% | $146,866-94.0% | $155,188-94.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 15.77% | 115.41%-99.6pp | 102.85%-87.1pp | 148.84%-133.1pp |
| Employer contribution / active EE | $1,436 | $4,647-69.1% | $4,425-67.5% | $4,248-66.2% |
| Participant deferral / active EE | $1,848 | $8,044-77.0% | $7,759-76.2% | $6,531-71.7% |
| Admin fee / account holder | $2,593 | $14,755-82.4% | $13,620-81.0% | $14,480-82.1% |