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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 | $7,904 | $129,737-93.9% | $119,126-93.4% | $154,746-94.9% |
| Participation rate | 70.6% | 78.9%-8.3pp | 75.8%-5.2pp | 80.7%-10.1pp |
| Annual return | 24.74% | 379.08%-354.3pp | 282.11%-257.4pp | 172.34%-147.6pp |
| Employer contribution / active EE | $2,792 | $4,375-36.2% | $4,034-30.8% | $4,379-36.2% |
| Participant deferral / active EE | $995 | $5,842-83.0% | $5,318-81.3% | $6,730-85.2% |
| Admin fee / account holder | $349 | $11,961-97.1% | $10,693-96.7% | $14,365-97.6% |