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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 | $6,073 | $181,062-96.6% | $158,223-96.2% | $155,188-96.1% |
| Participation rate | 88.9% | 82.7%+6.2pp | 79.2%+9.7pp | 80.8%+8.1pp |
| Annual return | 19.52% | 57.39%-37.9pp | 52.09%-32.6pp | 148.84%-129.3pp |
| Employer contribution / active EE | $1,532 | $4,565-66.4% | $4,109-62.7% | $4,248-63.9% |
| Participant deferral / active EE | $1,836 | $6,134-70.1% | $5,467-66.4% | $6,531-71.9% |
| Admin fee / account holder | $821 | $18,825-95.6% | $16,047-94.9% | $14,480-94.3% |