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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 | $156,398-96.1% | $147,318-95.8% | $138,895-95.6% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 79.9%+9.6pp |
| Annual return | 16.76% | 78.75%-62.0pp | 70.43%-53.7pp | 145.39%-128.6pp |
| Employer contribution / active EE | $962 | $4,853-80.2% | $4,593-79.0% | $4,194-77.1% |
| Participant deferral / active EE | $1,309 | $8,237-84.1% | $7,906-83.4% | $6,396-79.5% |
| Admin fee / account holder | $970 | $14,976-93.5% | $13,708-92.9% | $12,562-92.3% |