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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 | $6,816 | $165,381-95.9% | $149,730-95.4% | $158,966-95.7% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 12.82% | 348.29%-335.5pp | 276.70%-263.9pp | 302.95%-290.1pp |
| Employer contribution / active EE | $2,092 | $5,104-59.0% | $4,645-55.0% | $4,762-56.1% |
| Participant deferral / active EE | $323 | $7,182-95.5% | $6,843-95.3% | $5,983-94.6% |
| Admin fee / account holder | $3,914 | $10,809-63.8% | $9,310-58.0% | $11,250-65.2% |