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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 | $6,797 | $156,398-95.7% | $147,318-95.4% | $138,895-95.1% |
| Participation rate | 93.3% | 83.8%+9.6pp | 82.1%+11.3pp | 79.9%+13.4pp |
| Annual return | 21.08% | 78.75%-57.7pp | 70.43%-49.4pp | 145.39%-124.3pp |
| Employer contribution / active EE | $1,233 | $4,853-74.6% | $4,593-73.2% | $4,194-70.6% |
| Participant deferral / active EE | $1,916 | $8,237-76.7% | $7,906-75.8% | $6,396-70.0% |
| Admin fee / account holder | $612 | $14,976-95.9% | $13,708-95.5% | $12,562-95.1% |