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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 | $181,062-96.2% | $158,223-95.6% | $155,188-95.5% |
| Participation rate | 91.7% | 82.7%+9.0pp | 79.2%+12.5pp | 80.8%+10.9pp |
| Annual return | 25.56% | 57.39%-31.8pp | 52.09%-26.5pp | 148.84%-123.3pp |
| Employer contribution / active EE | $1,057 | $4,565-76.8% | $4,109-74.3% | $4,248-75.1% |
| Participant deferral / active EE | $1,716 | $6,134-72.0% | $5,467-68.6% | $6,531-73.7% |
| Admin fee / account holder | $1,354 | $18,825-92.8% | $16,047-91.6% | $14,480-90.7% |