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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 | $7,450 | $103,392-92.8% | $87,104-91.4% | $152,897-95.1% |
| Participation rate | 95.8% | 79.4%+16.5pp | 76.9%+19.0pp | 82.5%+13.4pp |
| Annual return | 25.22% | 28.10%-2.9pp | 28.19%-3.0pp | 345.43%-320.2pp |
| Employer contribution / active EE | $840 | $3,221-73.9% | $2,521-66.7% | $4,764-82.4% |
| Participant deferral / active EE | $1,515 | $4,778-68.3% | $4,048-62.6% | $5,851-74.1% |
| Admin fee / account holder | $729 | $12,194-94.0% | $7,491-90.3% | $11,599-93.7% |