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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 | $7,883 | $185,312-95.7% | $161,489-95.1% | $154,746-94.9% |
| Participation rate | 95.2% | 82.5%+12.8pp | 78.7%+16.5pp | 80.7%+14.5pp |
| Annual return | 23.36% | 103.84%-80.5pp | 89.72%-66.4pp | 172.34%-149.0pp |
| Employer contribution / active EE | $1,395 | $4,769-70.8% | $4,268-67.3% | $4,379-68.1% |
| Participant deferral / active EE | $1,820 | $6,350-71.3% | $5,630-67.7% | $6,730-73.0% |
| Admin fee / account holder | $846 | $18,654-95.5% | $16,006-94.7% | $14,365-94.1% |