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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 | $9,517 | $136,860-93.0% | $120,344-92.1% | $154,746-93.9% |
| Participation rate | 83.3% | 79.9%+3.4pp | 76.7%+6.6pp | 80.7%+2.6pp |
| Annual return | 20.43% | 21.38%-1.0pp | 20.30%+0.1pp | 172.34%-151.9pp |
| Employer contribution / active EE | $1,179 | $3,533-66.6% | $3,020-61.0% | $4,379-73.1% |
| Participant deferral / active EE | $1,568 | $5,793-72.9% | $5,135-69.5% | $6,730-76.7% |
| Admin fee / account holder | $363 | $15,393-97.6% | $12,742-97.2% | $14,365-97.5% |