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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 | $156,398-94.6% | $147,318-94.3% | $138,895-94.0% |
| Participation rate | 86.4% | 83.8%+2.6pp | 82.1%+4.3pp | 79.9%+6.4pp |
| Annual return | 12.96% | 78.75%-65.8pp | 70.43%-57.5pp | 145.39%-132.4pp |
| Employer contribution / active EE | $1,187 | $4,853-75.5% | $4,593-74.2% | $4,194-71.7% |
| Participant deferral / active EE | $1,780 | $8,237-78.4% | $7,906-77.5% | $6,396-72.2% |
| Admin fee / account holder | $1,535 | $14,976-89.8% | $13,708-88.8% | $12,562-87.8% |