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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 | $3,274 | $181,062-98.2% | $158,223-97.9% | $155,188-97.9% |
| Participation rate | 90.9% | 82.7%+8.3pp | 79.2%+11.7pp | 80.8%+10.1pp |
| Annual return | 144.13% | 57.39%+86.7pp | 52.09%+92.0pp | 148.84%-4.7pp |
| Employer contribution / active EE | $1,127 | $4,565-75.3% | $4,109-72.6% | $4,248-73.5% |
| Participant deferral / active EE | $1,285 | $6,134-79.0% | $5,467-76.5% | $6,531-80.3% |
| Admin fee / account holder | $1,860 | $18,825-90.1% | $16,047-88.4% | $14,480-87.2% |