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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 | $6,671 | $181,062-96.3% | $158,223-95.8% | $155,188-95.7% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 21.35% | 57.39%-36.0pp | 52.09%-30.7pp | 148.84%-127.5pp |
| Employer contribution / active EE | $1,369 | $4,565-70.0% | $4,109-66.7% | $4,248-67.8% |
| Participant deferral / active EE | $1,647 | $6,134-73.1% | $5,467-69.9% | $6,531-74.8% |
| Admin fee / account holder | $1,041 | $18,825-94.5% | $16,047-93.5% | $14,480-92.8% |