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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 | $6,622 | $124,425-94.7% | $112,040-94.1% | $137,256-95.2% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 22.20% | 24.72%-2.5pp | 24.52%-2.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $839 | $3,411-75.4% | $2,954-71.6% | $4,156-79.8% |
| Participant deferral / active EE | $1,103 | $5,718-80.7% | $5,098-78.4% | $6,407-82.8% |
| Admin fee / account holder | $3,013 | $15,207-80.2% | $12,098-75.1% | $12,270-75.4% |