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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 | $8,008 | $174,379-95.4% | $152,093-94.7% | $138,895-94.2% |
| Participation rate | 86.7% | 81.6%+5.0pp | 77.8%+8.9pp | 79.9%+6.7pp |
| Annual return | 17.24% | 74.86%-57.6pp | 66.36%-49.1pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1,020 | $4,652-78.1% | $4,175-75.6% | $4,194-75.7% |
| Participant deferral / active EE | $1,456 | $6,159-76.4% | $5,451-73.3% | $6,396-77.2% |
| Admin fee / account holder | $4,140 | $16,880-75.5% | $14,497-71.4% | $12,562-67.0% |