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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 | $8,386 | $154,228-94.6% | $145,433-94.2% | $137,256-93.9% |
| Participation rate | 86.4% | 83.8%+2.6pp | 82.1%+4.2pp | 80.0%+6.4pp |
| Annual return | 12.96% | 74.59%-61.6pp | 66.58%-53.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,187 | $4,804-75.3% | $4,554-73.9% | $4,156-71.4% |
| Participant deferral / active EE | $1,780 | $8,216-78.3% | $7,897-77.5% | $6,407-72.2% |
| Admin fee / account holder | $1,535 | $14,344-89.3% | $13,129-88.3% | $12,270-87.5% |