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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 | $6,822 | $185,312-96.3% | $161,489-95.8% | $154,746-95.6% |
| Participation rate | 81.8% | 82.5%-0.6pp | 78.7%+3.1pp | 80.7%+1.1pp |
| Annual return | 16.97% | 103.84%-86.9pp | 89.72%-72.7pp | 172.34%-155.4pp |
| Employer contribution / active EE | $1,260 | $4,769-73.6% | $4,268-70.5% | $4,379-71.2% |
| Participant deferral / active EE | $1,517 | $6,350-76.1% | $5,630-73.1% | $6,730-77.5% |
| Admin fee / account holder | $2,085 | $18,654-88.8% | $16,006-87.0% | $14,365-85.5% |