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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 | $9,390 | $154,228-93.9% | $145,433-93.5% | $137,256-93.2% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 255.93% | 74.59%+181.3pp | 66.58%+189.4pp | 220.34%+35.6pp |
| Employer contribution / active EE | $1,194 | $4,804-75.2% | $4,554-73.8% | $4,156-71.3% |
| Participant deferral / active EE | $1,870 | $8,216-77.2% | $7,897-76.3% | $6,407-70.8% |
| Admin fee / account holder | $455 | $14,344-96.8% | $13,129-96.5% | $12,270-96.3% |