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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 | $7,121 | $185,312-96.2% | $161,489-95.6% | $154,746-95.4% |
| Participation rate | 94.1% | 82.5%+11.7pp | 78.7%+15.4pp | 80.7%+13.4pp |
| Annual return | 15.38% | 103.84%-88.5pp | 89.72%-74.3pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,943 | $4,769-59.3% | $4,268-54.5% | $4,379-55.6% |
| Participant deferral / active EE | $1,520 | $6,350-76.1% | $5,630-73.0% | $6,730-77.4% |
| Admin fee / account holder | $2,012 | $18,654-89.2% | $16,006-87.4% | $14,365-86.0% |