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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 | $8,836 | $185,312-95.2% | $161,489-94.5% | $154,746-94.3% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 21.45% | 103.84%-82.4pp | 89.72%-68.3pp | 172.34%-150.9pp |
| Employer contribution / active EE | $1,434 | $4,769-69.9% | $4,268-66.4% | $4,379-67.2% |
| Participant deferral / active EE | $1,864 | $6,350-70.6% | $5,630-66.9% | $6,730-72.3% |
| Admin fee / account holder | $640 | $18,654-96.6% | $16,006-96.0% | $14,365-95.5% |