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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 | $10,201 | $185,312-94.5% | $161,489-93.7% | $154,746-93.4% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.7%+13.6pp | 80.7%+11.6pp |
| Annual return | 22.20% | 103.84%-81.6pp | 89.72%-67.5pp | 172.34%-150.1pp |
| Employer contribution / active EE | $1,205 | $4,769-74.7% | $4,268-71.8% | $4,379-72.5% |
| Participant deferral / active EE | $1,595 | $6,350-74.9% | $5,630-71.7% | $6,730-76.3% |
| Admin fee / account holder | $355 | $18,654-98.1% | $16,006-97.8% | $14,365-97.5% |