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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 | $5,973 | $174,379-96.6% | $152,093-96.1% | $138,895-95.7% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 19.75% | 74.86%-55.1pp | 66.36%-46.6pp | 145.39%-125.6pp |
| Employer contribution / active EE | $912 | $4,652-80.4% | $4,175-78.2% | $4,194-78.3% |
| Participant deferral / active EE | $1,325 | $6,159-78.5% | $5,451-75.7% | $6,396-79.3% |
| Admin fee / account holder | $350 | $16,880-97.9% | $14,497-97.6% | $12,562-97.2% |