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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 | $162,136-94.1% | $152,301-93.7% | $154,746-93.8% |
| Participation rate | 95.2% | 84.1%+11.1pp | 82.4%+12.8pp | 80.7%+14.5pp |
| Annual return | 18.37% | 91.02%-72.7pp | 80.50%-62.1pp | 172.34%-154.0pp |
| Employer contribution / active EE | $1,156 | $4,890-76.4% | $4,624-75.0% | $4,379-73.6% |
| Participant deferral / active EE | $2,134 | $8,341-74.4% | $8,004-73.3% | $6,730-68.3% |
| Admin fee / account holder | $3,281 | $15,759-79.2% | $14,398-77.2% | $14,365-77.2% |