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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 | $8,998 | $155,555-94.2% | $146,866-93.9% | $155,188-94.2% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.5%+11.2pp | 80.8%+12.9pp |
| Annual return | 24.14% | 115.41%-91.3pp | 102.85%-78.7pp | 148.84%-124.7pp |
| Employer contribution / active EE | $1,682 | $4,647-63.8% | $4,425-62.0% | $4,248-60.4% |
| Participant deferral / active EE | $2,339 | $8,044-70.9% | $7,759-69.9% | $6,531-64.2% |
| Admin fee / account holder | $683 | $14,755-95.4% | $13,620-95.0% | $14,480-95.3% |