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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 | $5,413 | $183,627-97.1% | $155,602-96.5% | $145,978-96.3% |
| Participation rate | 90.5% | 82.7%+7.8pp | 78.2%+12.3pp | 80.3%+10.2pp |
| Annual return | 14.60% | 61.32%-46.7pp | 64.81%-50.2pp | 550.52%-535.9pp |
| Employer contribution / active EE | $1,147 | $5,316-78.4% | $4,675-75.5% | $4,662-75.4% |
| Participant deferral / active EE | $1,637 | $6,466-74.7% | $5,629-70.9% | $6,690-75.5% |
| Admin fee / account holder | $504 | $19,327-97.4% | $15,923-96.8% | $13,400-96.2% |