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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 | $8,731 | $102,635-91.5% | $86,209-89.9% | $139,456-93.7% |
| Participation rate | 76.5% | 74.5%+2.0pp | 69.0%+7.5pp | 80.3%-3.9pp |
| Annual return | 12.95% | 1923.53%-1910.6pp | 1169.05%-1156.1pp | 373.45%-360.5pp |
| Employer contribution / active EE | $726 | $3,034-76.1% | $2,381-69.5% | $4,753-84.7% |
| Participant deferral / active EE | $726 | $4,677-84.5% | $3,986-81.8% | $6,711-89.2% |
| Admin fee / account holder | $588 | $8,661-93.2% | $6,853-91.4% | $11,407-94.8% |