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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 | $129,737-94.8% | $119,126-94.3% | $154,746-95.6% |
| Participation rate | 85.7% | 78.9%+6.9pp | 75.8%+10.0pp | 80.7%+5.0pp |
| Annual return | 13.93% | 379.08%-365.2pp | 282.11%-268.2pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,223 | $4,375-72.0% | $4,034-69.7% | $4,379-72.1% |
| Participant deferral / active EE | $1,421 | $5,842-75.7% | $5,318-73.3% | $6,730-78.9% |
| Admin fee / account holder | $2,019 | $11,961-83.1% | $10,693-81.1% | $14,365-85.9% |