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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 | $8,972 | $129,737-93.1% | $119,126-92.5% | $154,746-94.2% |
| Participation rate | 92.9% | 78.9%+14.0pp | 75.8%+17.1pp | 80.7%+12.2pp |
| Annual return | 18.35% | 379.08%-360.7pp | 282.11%-263.8pp | 172.34%-154.0pp |
| Employer contribution / active EE | $1,402 | $4,375-68.0% | $4,034-65.2% | $4,379-68.0% |
| Participant deferral / active EE | $1,734 | $5,842-70.3% | $5,318-67.4% | $6,730-74.2% |
| Admin fee / account holder | $449 | $11,961-96.2% | $10,693-95.8% | $14,365-96.9% |