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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 | $6,789 | $115,814-94.1% | $101,275-93.3% | $158,982-95.7% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 12.25% | 56.16%-43.9pp | 46.48%-34.2pp | 302.99%-290.7pp |
| Employer contribution / active EE | $1,731 | $4,176-58.6% | $3,660-52.7% | $4,763-63.7% |
| Participant deferral / active EE | $1,281 | $4,958-74.2% | $4,371-70.7% | $5,983-78.6% |
| Admin fee / account holder | $1,732 | $7,249-76.1% | $5,948-70.9% | $11,252-84.6% |