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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 | $5,151 | $155,555-96.7% | $146,866-96.5% | $155,188-96.7% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 17.99% | 115.41%-97.4pp | 102.85%-84.9pp | 148.84%-130.8pp |
| Employer contribution / active EE | $1,419 | $4,647-69.5% | $4,425-67.9% | $4,248-66.6% |
| Participant deferral / active EE | $1,645 | $8,044-79.6% | $7,759-78.8% | $6,531-74.8% |
| Admin fee / account holder | $646 | $14,755-95.6% | $13,620-95.3% | $14,480-95.5% |