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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 | $3,964 | $161,352-97.5% | $134,172-97.0% | $137,256-97.1% |
| Participation rate | 76.9% | 78.3%-1.4pp | 72.5%+4.5pp | 80.0%-3.0pp |
| Annual return | 20.69% | 28.72%-8.0pp | 25.30%-4.6pp | 220.34%-199.7pp |
| Employer contribution / active EE | $839 | $4,099-79.5% | $3,420-75.5% | $4,156-79.8% |
| Participant deferral / active EE | $879 | $5,552-84.2% | $4,690-81.3% | $6,407-86.3% |
| Admin fee / account holder | $590 | $15,028-96.1% | $12,016-95.1% | $12,270-95.2% |