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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 | $6,446 | $174,379-96.3% | $152,093-95.8% | $138,895-95.4% |
| Participation rate | 90.0% | 81.6%+8.4pp | 77.8%+12.2pp | 79.9%+10.1pp |
| Annual return | 21.91% | 74.86%-52.9pp | 66.36%-44.4pp | 145.39%-123.5pp |
| Employer contribution / active EE | $1,024 | $4,652-78.0% | $4,175-75.5% | $4,194-75.6% |
| Participant deferral / active EE | $1,125 | $6,159-81.7% | $5,451-79.4% | $6,396-82.4% |
| Admin fee / account holder | $512 | $16,880-97.0% | $14,497-96.5% | $12,562-95.9% |