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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 | $5,619 | $115,225-95.1% | $100,712-94.4% | $138,895-96.0% |
| Participation rate | 87.5% | 74.3%+13.2pp | 69.3%+18.2pp | 79.9%+7.6pp |
| Annual return | 10.04% | 40.35%-30.3pp | 33.27%-23.2pp | 145.39%-135.4pp |
| Employer contribution / active EE | $599 | $2,771-78.4% | $2,313-74.1% | $4,194-85.7% |
| Participant deferral / active EE | $794 | $4,699-83.1% | $4,085-80.6% | $6,396-87.6% |
| Admin fee / account holder | $3,108 | $10,844-71.3% | $9,256-66.4% | $12,562-75.3% |