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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 | $9,968 | $162,136-93.9% | $152,301-93.5% | $154,746-93.6% |
| Participation rate | 84.2% | 84.1%+0.1pp | 82.4%+1.8pp | 80.7%+3.5pp |
| Annual return | 27.35% | 91.02%-63.7pp | 80.50%-53.2pp | 172.34%-145.0pp |
| Employer contribution / active EE | $1,262 | $4,890-74.2% | $4,624-72.7% | $4,379-71.2% |
| Participant deferral / active EE | $2,484 | $8,341-70.2% | $8,004-69.0% | $6,730-63.1% |
| Admin fee / account holder | $1,525 | $15,759-90.3% | $14,398-89.4% | $14,365-89.4% |