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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 | $8,973 | $181,062-95.0% | $158,223-94.3% | $155,188-94.2% |
| Participation rate | 93.3% | 82.7%+10.7pp | 79.2%+14.1pp | 80.8%+12.5pp |
| Annual return | 38.58% | 57.39%-18.8pp | 52.09%-13.5pp | 148.84%-110.3pp |
| Employer contribution / active EE | $1,254 | $4,565-72.5% | $4,109-69.5% | $4,248-70.5% |
| Participant deferral / active EE | $1,678 | $6,134-72.6% | $5,467-69.3% | $6,531-74.3% |
| Admin fee / account holder | $899 | $18,825-95.2% | $16,047-94.4% | $14,480-93.8% |