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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 | $6,554 | $124,425-94.7% | $112,040-94.2% | $137,256-95.2% |
| Participation rate | 88.2% | 79.3%+8.9pp | 76.5%+11.7pp | 80.0%+8.3pp |
| Annual return | 18.28% | 24.72%-6.4pp | 24.52%-6.2pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,398 | $3,411-59.0% | $2,954-52.7% | $4,156-66.4% |
| Participant deferral / active EE | $1,487 | $5,718-74.0% | $5,098-70.8% | $6,407-76.8% |
| Admin fee / account holder | $669 | $15,207-95.6% | $12,098-94.5% | $12,270-94.6% |