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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 | $7,497 | $185,312-96.0% | $161,489-95.4% | $154,746-95.2% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.7%+11.3pp | 80.7%+9.3pp |
| Annual return | 18.84% | 103.84%-85.0pp | 89.72%-70.9pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,025 | $4,769-78.5% | $4,268-76.0% | $4,379-76.6% |
| Participant deferral / active EE | $1,530 | $6,350-75.9% | $5,630-72.8% | $6,730-77.3% |
| Admin fee / account holder | $694 | $18,654-96.3% | $16,006-95.7% | $14,365-95.2% |