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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 | $5,353 | $181,062-97.0% | $158,223-96.6% | $155,188-96.6% |
| Participation rate | 95.5% | 82.7%+12.8pp | 79.2%+16.3pp | 80.8%+14.7pp |
| Annual return | 20.64% | 57.39%-36.7pp | 52.09%-31.4pp | 148.84%-128.2pp |
| Employer contribution / active EE | $1,463 | $4,565-68.0% | $4,109-64.4% | $4,248-65.6% |
| Participant deferral / active EE | $1,660 | $6,134-72.9% | $5,467-69.6% | $6,531-74.6% |
| Admin fee / account holder | $628 | $18,825-96.7% | $16,047-96.1% | $14,480-95.7% |