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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 | $162,136-95.2% | $152,301-94.9% | $154,746-95.0% |
| Participation rate | 92.3% | 84.1%+8.2pp | 82.4%+9.9pp | 80.7%+11.6pp |
| Annual return | 15.94% | 91.02%-75.1pp | 80.50%-64.6pp | 172.34%-156.4pp |
| Employer contribution / active EE | $945 | $4,890-80.7% | $4,624-79.6% | $4,379-78.4% |
| Participant deferral / active EE | $1,599 | $8,341-80.8% | $8,004-80.0% | $6,730-76.2% |
| Admin fee / account holder | $1,129 | $15,759-92.8% | $14,398-92.2% | $14,365-92.1% |