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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 | $3,581 | $183,627-98.0% | $155,602-97.7% | $145,978-97.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 15.57% | 61.32%-45.7pp | 64.81%-49.2pp | 550.52%-534.9pp |
| Employer contribution / active EE | $1,165 | $5,316-78.1% | $4,675-75.1% | $4,662-75.0% |
| Participant deferral / active EE | $1,713 | $6,466-73.5% | $5,629-69.6% | $6,690-74.4% |
| Admin fee / account holder | $592 | $19,327-96.9% | $15,923-96.3% | $13,400-95.6% |