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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 | $8,119 | $154,228-94.7% | $145,433-94.4% | $137,256-94.1% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 14.33% | 74.59%-60.3pp | 66.58%-52.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $861 | $4,804-82.1% | $4,554-81.1% | $4,156-79.3% |
| Participant deferral / active EE | $896 | $8,216-89.1% | $7,897-88.6% | $6,407-86.0% |
| Admin fee / account holder | $2,775 | $14,344-80.7% | $13,129-78.9% | $12,270-77.4% |