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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 | $4,334 | $181,062-97.6% | $158,223-97.3% | $155,188-97.2% |
| Participation rate | 85.7% | 82.7%+3.1pp | 79.2%+6.5pp | 80.8%+4.9pp |
| Annual return | 24.43% | 57.39%-33.0pp | 52.09%-27.7pp | 148.84%-124.4pp |
| Employer contribution / active EE | $1,024 | $4,565-77.6% | $4,109-75.1% | $4,248-75.9% |
| Participant deferral / active EE | $1,290 | $6,134-79.0% | $5,467-76.4% | $6,531-80.2% |
| Admin fee / account holder | $303 | $18,825-98.4% | $16,047-98.1% | $14,480-97.9% |