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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 | $181,062-94.8% | $158,223-94.1% | $155,188-93.9% |
| Participation rate | 88.9% | 82.7%+6.2pp | 79.2%+9.7pp | 80.8%+8.1pp |
| Annual return | 25.50% | 57.39%-31.9pp | 52.09%-26.6pp | 148.84%-123.3pp |
| Employer contribution / active EE | $1,865 | $4,565-59.1% | $4,109-54.6% | $4,248-56.1% |
| Participant deferral / active EE | $1,824 | $6,134-70.3% | $5,467-66.6% | $6,531-72.1% |
| Admin fee / account holder | $3,496 | $18,825-81.4% | $16,047-78.2% | $14,480-75.9% |