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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 | $9,554 | $154,228-93.8% | $145,433-93.4% | $137,256-93.0% |
| Participation rate | 95.2% | 83.8%+11.4pp | 82.1%+13.1pp | 80.0%+15.3pp |
| Annual return | 18.37% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,156 | $4,804-75.9% | $4,554-74.6% | $4,156-72.2% |
| Participant deferral / active EE | $2,134 | $8,216-74.0% | $7,897-73.0% | $6,407-66.7% |
| Admin fee / account holder | $3,281 | $14,344-77.1% | $13,129-75.0% | $12,270-73.3% |