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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 | $7,764 | $108,882-92.9% | $96,754-92.0% | $154,746-95.0% |
| Participation rate | 87.5% | 75.1%+12.4pp | 70.3%+17.2pp | 80.7%+6.8pp |
| Annual return | 17.74% | 98.39%-80.6pp | 82.04%-64.3pp | 172.34%-154.6pp |
| Employer contribution / active EE | $928 | $3,018-69.3% | $2,679-65.4% | $4,379-78.8% |
| Participant deferral / active EE | $928 | $5,323-82.6% | $4,758-80.5% | $6,730-86.2% |
| Admin fee / account holder | $1,017 | $10,200-90.0% | $8,905-88.6% | $14,365-92.9% |