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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 | $6,894 | $125,778-94.5% | $114,563-94.0% | $154,746-95.5% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.9%+10.4pp | 80.7%+2.6pp |
| Annual return | 17.66% | 295.14%-277.5pp | 241.09%-223.4pp | 172.34%-154.7pp |
| Employer contribution / active EE | $678 | $2,806-75.8% | $2,592-73.8% | $4,379-84.5% |
| Participant deferral / active EE | $744 | $4,445-83.3% | $4,142-82.0% | $6,730-88.9% |
| Admin fee / account holder | $373 | $8,190-95.4% | $7,623-95.1% | $14,365-97.4% |