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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 | $6,738 | $148,582-95.5% | $135,942-95.0% | $139,456-95.2% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 20.30% | 79.26%-59.0pp | 68.28%-48.0pp | 373.45%-353.2pp |
| Employer contribution / active EE | $1,555 | $5,245-70.3% | $4,858-68.0% | $4,753-67.3% |
| Participant deferral / active EE | $1,930 | $8,101-76.2% | $7,759-75.1% | $6,711-71.2% |
| Admin fee / account holder | $564 | $12,402-95.5% | $10,764-94.8% | $11,407-95.1% |