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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 | $6,252 | $162,136-96.1% | $152,301-95.9% | $154,746-96.0% |
| Participation rate | 94.7% | 84.1%+10.6pp | 82.4%+12.3pp | 80.7%+14.0pp |
| Annual return | 18.17% | 91.02%-72.9pp | 80.50%-62.3pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,993 | $4,890-59.3% | $4,624-56.9% | $4,379-54.5% |
| Participant deferral / active EE | $2,476 | $8,341-70.3% | $8,004-69.1% | $6,730-63.2% |
| Admin fee / account holder | $1,905 | $15,759-87.9% | $14,398-86.8% | $14,365-86.7% |