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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 | $3,026 | $111,814-97.3% | $103,378-97.1% | $145,978-97.9% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 30.78% | 24.80%+6.0pp | 24.91%+5.9pp | 550.52%-519.7pp |
| Employer contribution / active EE | $1,856 | $4,215-56.0% | $3,870-52.1% | $4,662-60.2% |
| Participant deferral / active EE | $1,203 | $5,618-78.6% | $5,058-76.2% | $6,690-82.0% |
| Admin fee / account holder | $1,335 | $9,764-86.3% | $8,401-84.1% | $13,400-90.0% |