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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 | $8,101 | $162,136-95.0% | $152,301-94.7% | $154,746-94.8% |
| Participation rate | 82.6% | 84.1%-1.5pp | 82.4%+0.2pp | 80.7%+1.9pp |
| Annual return | 16.59% | 91.02%-74.4pp | 80.50%-63.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,023 | $4,890-79.1% | $4,624-77.9% | $4,379-76.6% |
| Participant deferral / active EE | $1,717 | $8,341-79.4% | $8,004-78.5% | $6,730-74.5% |
| Admin fee / account holder | $536 | $15,759-96.6% | $14,398-96.3% | $14,365-96.3% |