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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 | $3,505 | $185,312-98.1% | $161,489-97.8% | $154,746-97.7% |
| Participation rate | 93.8% | 82.5%+11.3pp | 78.7%+15.1pp | 80.7%+13.0pp |
| Annual return | 13.96% | 103.84%-89.9pp | 89.72%-75.8pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,336 | $4,769-72.0% | $4,268-68.7% | $4,379-69.5% |
| Participant deferral / active EE | $1,590 | $6,350-75.0% | $5,630-71.8% | $6,730-76.4% |
| Admin fee / account holder | $1,276 | $18,654-93.2% | $16,006-92.0% | $14,365-91.1% |