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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 | $8,571 | $185,312-95.4% | $161,489-94.7% | $154,746-94.5% |
| Participation rate | 81.8% | 82.5%-0.6pp | 78.7%+3.1pp | 80.7%+1.1pp |
| Annual return | 20.28% | 103.84%-83.6pp | 89.72%-69.4pp | 172.34%-152.1pp |
| Employer contribution / active EE | $997 | $4,769-79.1% | $4,268-76.6% | $4,379-77.2% |
| Participant deferral / active EE | $1,973 | $6,350-68.9% | $5,630-64.9% | $6,730-70.7% |
| Admin fee / account holder | $342 | $18,654-98.2% | $16,006-97.9% | $14,365-97.6% |