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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 | $8,546 | $162,136-94.7% | $152,301-94.4% | $154,746-94.5% |
| Participation rate | 95.7% | 84.1%+11.5pp | 82.4%+13.2pp | 80.7%+15.0pp |
| Annual return | 11.81% | 91.02%-79.2pp | 80.50%-68.7pp | 172.34%-160.5pp |
| Employer contribution / active EE | $1,461 | $4,890-70.1% | $4,624-68.4% | $4,379-66.6% |
| Participant deferral / active EE | $2,238 | $8,341-73.2% | $8,004-72.0% | $6,730-66.7% |
| Admin fee / account holder | $2,829 | $15,759-82.0% | $14,398-80.3% | $14,365-80.3% |