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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 | $5,819 | $162,812-96.4% | $133,971-95.7% | $158,966-96.3% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 22.36% | 41.94%-19.6pp | 45.09%-22.7pp | 302.95%-280.6pp |
| Employer contribution / active EE | $986 | $4,976-80.2% | $3,919-74.8% | $4,762-79.3% |
| Participant deferral / active EE | $1,510 | $5,910-74.5% | $5,047-70.1% | $5,983-74.8% |
| Admin fee / account holder | $1,230 | $11,741-89.5% | $8,929-86.2% | $11,250-89.1% |