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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 | $6,786 | $135,956-95.0% | $123,894-94.5% | $273,972-97.5% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 4.03% | 56.63%-52.6pp | 47.52%-43.5pp | 41.46%-37.4pp |
| Employer contribution / active EE | $1,613 | $5,170-68.8% | $4,617-65.1% | $4,869-66.9% |
| Participant deferral / active EE | $1,957 | $6,343-69.2% | $5,984-67.3% | $5,287-63.0% |
| Admin fee / account holder | $1,388 | $9,817-85.9% | $8,357-83.4% | $10,133-86.3% |