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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 | $6,321 | $77,449-91.8% | $69,483-90.9% | $152,909-95.9% |
| Participation rate | 86.7% | 78.1%+8.6pp | 74.6%+12.1pp | 82.5%+4.2pp |
| Annual return | 20.30% | 39.09%-18.8pp | 28.99%-8.7pp | 345.46%-325.2pp |
| Employer contribution / active EE | $2,062 | $3,316-37.8% | $2,780-25.8% | $4,764-56.7% |
| Participant deferral / active EE | $271 | $4,415-93.9% | $3,537-92.3% | $5,851-95.4% |
| Admin fee / account holder | $306 | $6,210-95.1% | $3,841-92.0% | $11,601-97.4% |