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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 | $6,932 | $185,312-96.3% | $161,489-95.7% | $154,746-95.5% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.7%+13.0pp | 80.7%+11.0pp |
| Annual return | 25.56% | 103.84%-78.3pp | 89.72%-64.2pp | 172.34%-146.8pp |
| Employer contribution / active EE | $1,057 | $4,769-77.8% | $4,268-75.2% | $4,379-75.9% |
| Participant deferral / active EE | $1,716 | $6,350-73.0% | $5,630-69.5% | $6,730-74.5% |
| Admin fee / account holder | $1,354 | $18,654-92.7% | $16,006-91.5% | $14,365-90.6% |