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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 | $8,197 | $209,336-96.1% | $197,124-95.8% | $137,256-94.0% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 18.89% | 48.09%-29.2pp | 44.34%-25.5pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,482 | $6,591-77.5% | $6,227-76.2% | $4,156-64.3% |
| Participant deferral / active EE | $1,723 | $9,614-82.1% | $9,135-81.1% | $6,407-73.1% |
| Admin fee / account holder | $745 | $17,308-95.7% | $16,298-95.4% | $12,270-93.9% |