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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 | $181,062-95.1% | $158,223-94.4% | $155,188-94.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 21.45% | 57.39%-35.9pp | 52.09%-30.6pp | 148.84%-127.4pp |
| Employer contribution / active EE | $1,434 | $4,565-68.6% | $4,109-65.1% | $4,248-66.2% |
| Participant deferral / active EE | $1,864 | $6,134-69.6% | $5,467-65.9% | $6,531-71.5% |
| Admin fee / account holder | $640 | $18,825-96.6% | $16,047-96.0% | $14,480-95.6% |