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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 | $5,539 | $114,119-95.1% | $107,187-94.8% | $138,895-96.0% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 22.91% | 273.21%-250.3pp | 204.55%-181.6pp | 145.39%-122.5pp |
| Employer contribution / active EE | $1,085 | $4,059-73.3% | $3,782-71.3% | $4,194-74.1% |
| Participant deferral / active EE | $1,087 | $5,538-80.4% | $5,096-78.7% | $6,396-83.0% |
| Admin fee / account holder | $1,346 | $10,024-86.6% | $9,162-85.3% | $12,562-89.3% |