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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 | $7,971 | $172,111-95.4% | $150,298-94.7% | $137,256-94.2% |
| Participation rate | 81.3% | 81.7%-0.5pp | 77.8%+3.5pp | 80.0%+1.3pp |
| Annual return | 15.42% | 69.37%-53.9pp | 62.79%-47.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $883 | $4,636-81.0% | $4,154-78.7% | $4,156-78.8% |
| Participant deferral / active EE | $1,399 | $6,166-77.3% | $5,453-74.3% | $6,407-78.2% |
| Admin fee / account holder | $3,209 | $16,471-80.5% | $14,116-77.3% | $12,270-73.8% |