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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 | $174,379-95.7% | $152,093-95.1% | $138,895-94.6% |
| Participation rate | 93.3% | 81.6%+11.7pp | 77.8%+15.6pp | 79.9%+13.4pp |
| Annual return | 22.43% | 74.86%-52.4pp | 66.36%-43.9pp | 145.39%-123.0pp |
| Employer contribution / active EE | $1,832 | $4,652-60.6% | $4,175-56.1% | $4,194-56.3% |
| Participant deferral / active EE | $1,512 | $6,159-75.5% | $5,451-72.3% | $6,396-76.4% |
| Admin fee / account holder | $335 | $16,880-98.0% | $14,497-97.7% | $12,562-97.3% |