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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 | $6,964 | $118,695-94.1% | $98,916-93.0% | $158,950-95.6% |
| Participation rate | 88.9% | 77.8%+11.1pp | 76.0%+12.9pp | 82.0%+6.9pp |
| Annual return | 21.96% | 372.39%-350.4pp | 196.45%-174.5pp | 302.91%-281.0pp |
| Employer contribution / active EE | $1,563 | $3,333-53.1% | $2,689-41.9% | $4,762-67.2% |
| Participant deferral / active EE | $902 | $5,088-82.3% | $4,245-78.7% | $5,983-84.9% |
| Admin fee / account holder | $447 | $10,132-95.6% | $6,642-93.3% | $11,248-96.0% |