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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 | $9,306 | $185,312-95.0% | $161,489-94.2% | $154,746-94.0% |
| Participation rate | 84.6% | 82.5%+2.2pp | 78.7%+5.9pp | 80.7%+3.9pp |
| Annual return | 25.44% | 103.84%-78.4pp | 89.72%-64.3pp | 172.34%-146.9pp |
| Employer contribution / active EE | $1,385 | $4,769-71.0% | $4,268-67.6% | $4,379-68.4% |
| Participant deferral / active EE | $1,744 | $6,350-72.5% | $5,630-69.0% | $6,730-74.1% |
| Admin fee / account holder | $572 | $18,654-96.9% | $16,006-96.4% | $14,365-96.0% |