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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 | $7,005 | $124,980-94.4% | $108,359-93.5% | $154,746-95.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 10.94% | 45.00%-34.1pp | 36.89%-26.0pp | 172.34%-161.4pp |
| Employer contribution / active EE | $694 | $2,851-75.7% | $2,399-71.1% | $4,379-84.2% |
| Participant deferral / active EE | $824 | $4,743-82.6% | $4,137-80.1% | $6,730-87.8% |
| Admin fee / account holder | $5,340 | $11,502-53.6% | $9,741-45.2% | $14,365-62.8% |