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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 | $7,966 | $114,119-93.0% | $107,187-92.6% | $138,895-94.3% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 79.9%+1.9pp |
| Annual return | 19.36% | 273.21%-253.8pp | 204.55%-185.2pp | 145.39%-126.0pp |
| Employer contribution / active EE | $1,034 | $4,059-74.5% | $3,782-72.7% | $4,194-75.4% |
| Participant deferral / active EE | $1,302 | $5,538-76.5% | $5,096-74.5% | $6,396-79.6% |
| Admin fee / account holder | $589 | $10,024-94.1% | $9,162-93.6% | $12,562-95.3% |