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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 | $4,507 | $185,312-97.6% | $161,489-97.2% | $154,746-97.1% |
| Participation rate | 87.0% | 82.5%+4.5pp | 78.7%+8.3pp | 80.7%+6.3pp |
| Annual return | 34.46% | 103.84%-69.4pp | 89.72%-55.3pp | 172.34%-137.9pp |
| Employer contribution / active EE | $1,389 | $4,769-70.9% | $4,268-67.4% | $4,379-68.3% |
| Participant deferral / active EE | $1,576 | $6,350-75.2% | $5,630-72.0% | $6,730-76.6% |
| Admin fee / account holder | $1,148 | $18,654-93.8% | $16,006-92.8% | $14,365-92.0% |