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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 | $5,182 | $185,312-97.2% | $161,489-96.8% | $154,746-96.7% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 22.37% | 103.84%-81.5pp | 89.72%-67.3pp | 172.34%-150.0pp |
| Employer contribution / active EE | $1,114 | $4,769-76.6% | $4,268-73.9% | $4,379-74.6% |
| Participant deferral / active EE | $1,312 | $6,350-79.3% | $5,630-76.7% | $6,730-80.5% |
| Admin fee / account holder | $466 | $18,654-97.5% | $16,006-97.1% | $14,365-96.8% |