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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 | $123,155-95.4% | $108,753-94.8% | $155,188-96.4% |
| Participation rate | 87.5% | 75.6%+11.9pp | 71.1%+16.4pp | 80.8%+6.7pp |
| Annual return | 10.04% | 44.73%-34.7pp | 37.47%-27.4pp | 148.84%-138.8pp |
| Employer contribution / active EE | $599 | $2,811-78.7% | $2,427-75.3% | $4,248-85.9% |
| Participant deferral / active EE | $794 | $4,623-82.8% | $4,115-80.7% | $6,531-87.8% |
| Admin fee / account holder | $3,108 | $12,126-74.4% | $10,320-69.9% | $14,480-78.5% |