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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 | $7,810 | $156,398-95.0% | $147,318-94.7% | $138,895-94.4% |
| Participation rate | 92.3% | 83.8%+8.6pp | 82.1%+10.2pp | 79.9%+12.4pp |
| Annual return | 15.94% | 78.75%-62.8pp | 70.43%-54.5pp | 145.39%-129.5pp |
| Employer contribution / active EE | $945 | $4,853-80.5% | $4,593-79.4% | $4,194-77.5% |
| Participant deferral / active EE | $1,599 | $8,237-80.6% | $7,906-79.8% | $6,396-75.0% |
| Admin fee / account holder | $1,129 | $14,976-92.5% | $13,708-91.8% | $12,562-91.0% |