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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 | $181,062-94.9% | $158,223-94.1% | $155,188-94.0% |
| Participation rate | 84.6% | 82.7%+2.0pp | 79.2%+5.4pp | 80.8%+3.8pp |
| Annual return | 25.44% | 57.39%-31.9pp | 52.09%-26.6pp | 148.84%-123.4pp |
| Employer contribution / active EE | $1,385 | $4,565-69.7% | $4,109-66.3% | $4,248-67.4% |
| Participant deferral / active EE | $1,744 | $6,134-71.6% | $5,467-68.1% | $6,531-73.3% |
| Admin fee / account holder | $572 | $18,825-97.0% | $16,047-96.4% | $14,480-96.1% |