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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 | $1,705 | $138,312-98.8% | $122,979-98.6% | $155,188-98.9% |
| Participation rate | 73.3% | 80.2%-6.9pp | 77.2%-3.9pp | 80.8%-7.5pp |
| Annual return | 23.36% | 22.06%+1.3pp | 20.12%+3.2pp | 148.84%-125.5pp |
| Employer contribution / active EE | $938 | $3,530-73.4% | $3,062-69.4% | $4,248-77.9% |
| Participant deferral / active EE | $1,176 | $5,592-79.0% | $5,003-76.5% | $6,531-82.0% |
| Admin fee / account holder | $639 | $15,089-95.8% | $12,864-95.0% | $14,480-95.6% |