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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 | $6,865 | $154,228-95.5% | $145,433-95.3% | $137,256-95.0% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 19.35% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,387 | $4,804-71.1% | $4,554-69.5% | $4,156-66.6% |
| Participant deferral / active EE | $2,043 | $8,216-75.1% | $7,897-74.1% | $6,407-68.1% |
| Admin fee / account holder | $1,154 | $14,344-92.0% | $13,129-91.2% | $12,270-90.6% |