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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 | $6,306 | $155,555-95.9% | $146,866-95.7% | $155,188-95.9% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.5%+10.3pp | 80.8%+12.1pp |
| Annual return | 23.15% | 115.41%-92.3pp | 102.85%-79.7pp | 148.84%-125.7pp |
| Employer contribution / active EE | $1,982 | $4,647-57.3% | $4,425-55.2% | $4,248-53.3% |
| Participant deferral / active EE | $2,498 | $8,044-68.9% | $7,759-67.8% | $6,531-61.7% |
| Admin fee / account holder | $347 | $14,755-97.7% | $13,620-97.5% | $14,480-97.6% |