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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 | $6,222 | $132,634-95.3% | $115,768-94.6% | $137,256-95.5% |
| Participation rate | 90.5% | 77.9%+12.6pp | 74.4%+16.1pp | 80.0%+10.5pp |
| Annual return | 19.00% | 160.70%-141.7pp | 100.46%-81.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $923 | $3,360-72.5% | $2,940-68.6% | $4,156-77.8% |
| Participant deferral / active EE | $1,299 | $5,619-76.9% | $4,917-73.6% | $6,407-79.7% |
| Admin fee / account holder | $384 | $15,028-97.4% | $12,439-96.9% | $12,270-96.9% |