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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 | $6,820 | $165,399-95.9% | $149,745-95.4% | $158,982-95.7% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 17.42% | 348.34%-330.9pp | 276.72%-259.3pp | 302.99%-285.6pp |
| Employer contribution / active EE | $2,000 | $5,105-60.8% | $4,646-56.9% | $4,763-58.0% |
| Participant deferral / active EE | $1,539 | $7,183-78.6% | $6,843-77.5% | $5,983-74.3% |
| Admin fee / account holder | $362 | $10,811-96.7% | $9,312-96.1% | $11,252-96.8% |