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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 | $2,534 | $181,062-98.6% | $158,223-98.4% | $155,188-98.4% |
| Participation rate | 85.7% | 82.7%+3.1pp | 79.2%+6.5pp | 80.8%+4.9pp |
| Annual return | 24.62% | 57.39%-32.8pp | 52.09%-27.5pp | 148.84%-124.2pp |
| Employer contribution / active EE | $1,144 | $4,565-74.9% | $4,109-72.1% | $4,248-73.1% |
| Participant deferral / active EE | $1,595 | $6,134-74.0% | $5,467-70.8% | $6,531-75.6% |
| Admin fee / account holder | $435 | $18,825-97.7% | $16,047-97.3% | $14,480-97.0% |