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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 | $5,704 | $185,312-96.9% | $161,489-96.5% | $154,746-96.3% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 31.99% | 103.84%-71.8pp | 89.72%-57.7pp | 172.34%-140.3pp |
| Employer contribution / active EE | $1,347 | $4,769-71.8% | $4,268-68.4% | $4,379-69.2% |
| Participant deferral / active EE | $1,634 | $6,350-74.3% | $5,630-71.0% | $6,730-75.7% |
| Admin fee / account holder | $370 | $18,654-98.0% | $16,006-97.7% | $14,365-97.4% |