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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 | $6,130 | $154,228-96.0% | $145,433-95.8% | $137,256-95.5% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 80.0%+9.5pp |
| Annual return | 16.76% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $962 | $4,804-80.0% | $4,554-78.9% | $4,156-76.8% |
| Participant deferral / active EE | $1,309 | $8,216-84.1% | $7,897-83.4% | $6,407-79.6% |
| Admin fee / account holder | $970 | $14,344-93.2% | $13,129-92.6% | $12,270-92.1% |