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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 | $8,050 | $185,312-95.7% | $161,489-95.0% | $154,746-94.8% |
| Participation rate | 81.8% | 82.5%-0.6pp | 78.7%+3.1pp | 80.7%+1.1pp |
| Annual return | 68.05% | 103.84%-35.8pp | 89.72%-21.7pp | 172.34%-104.3pp |
| Employer contribution / active EE | $1,044 | $4,769-78.1% | $4,268-75.5% | $4,379-76.2% |
| Participant deferral / active EE | $1,603 | $6,350-74.8% | $5,630-71.5% | $6,730-76.2% |
| Admin fee / account holder | $552 | $18,654-97.0% | $16,006-96.6% | $14,365-96.2% |