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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 | $7,517 | $185,312-95.9% | $161,489-95.3% | $154,746-95.1% |
| Participation rate | 93.3% | 82.5%+10.9pp | 78.7%+14.6pp | 80.7%+12.6pp |
| Annual return | 22.43% | 103.84%-81.4pp | 89.72%-67.3pp | 172.34%-149.9pp |
| Employer contribution / active EE | $1,832 | $4,769-61.6% | $4,268-57.1% | $4,379-58.2% |
| Participant deferral / active EE | $1,512 | $6,350-76.2% | $5,630-73.1% | $6,730-77.5% |
| Admin fee / account holder | $335 | $18,654-98.2% | $16,006-97.9% | $14,365-97.7% |