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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 | $9,667 | $154,228-93.7% | $145,433-93.4% | $137,256-93.0% |
| Participation rate | 84.6% | 83.8%+0.8pp | 82.1%+2.5pp | 80.0%+4.7pp |
| Annual return | 13.34% | 74.59%-61.3pp | 66.58%-53.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,976 | $4,804-58.9% | $4,554-56.6% | $4,156-52.5% |
| Participant deferral / active EE | $1,747 | $8,216-78.7% | $7,897-77.9% | $6,407-72.7% |
| Admin fee / account holder | $1,959 | $14,344-86.3% | $13,129-85.1% | $12,270-84.0% |