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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 | $6,669 | $162,136-95.9% | $152,301-95.6% | $154,746-95.7% |
| Participation rate | 87.0% | 84.1%+2.9pp | 82.4%+4.5pp | 80.7%+6.3pp |
| Annual return | 15.62% | 91.02%-75.4pp | 80.50%-64.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,288 | $4,890-73.7% | $4,624-72.1% | $4,379-70.6% |
| Participant deferral / active EE | $2,651 | $8,341-68.2% | $8,004-66.9% | $6,730-60.6% |
| Admin fee / account holder | $1,058 | $15,759-93.3% | $14,398-92.7% | $14,365-92.6% |