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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 | $9,409 | $185,312-94.9% | $161,489-94.2% | $154,746-93.9% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 25.50% | 103.84%-78.3pp | 89.72%-64.2pp | 172.34%-146.8pp |
| Employer contribution / active EE | $1,865 | $4,769-60.9% | $4,268-56.3% | $4,379-57.4% |
| Participant deferral / active EE | $1,824 | $6,350-71.3% | $5,630-67.6% | $6,730-72.9% |
| Admin fee / account holder | $3,496 | $18,654-81.3% | $16,006-78.2% | $14,365-75.7% |