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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 | $6,770 | $111,535-93.9% | $105,223-93.6% | $137,256-95.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 13.93% | 237.85%-223.9pp | 180.65%-166.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,223 | $3,939-69.0% | $3,689-66.8% | $4,156-70.6% |
| Participant deferral / active EE | $1,421 | $5,500-74.2% | $5,072-72.0% | $6,407-77.8% |
| Admin fee / account holder | $2,019 | $9,721-79.2% | $8,859-77.2% | $12,270-83.5% |