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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 | $7,090 | $185,312-96.2% | $161,489-95.6% | $154,746-95.4% |
| Participation rate | 78.9% | 82.5%-3.5pp | 78.7%+0.3pp | 80.7%-1.8pp |
| Annual return | 10.56% | 103.84%-93.3pp | 89.72%-79.2pp | 172.34%-161.8pp |
| Employer contribution / active EE | $1,546 | $4,769-67.6% | $4,268-63.8% | $4,379-64.7% |
| Participant deferral / active EE | $904 | $6,350-85.8% | $5,630-83.9% | $6,730-86.6% |
| Admin fee / account holder | $797 | $18,654-95.7% | $16,006-95.0% | $14,365-94.5% |