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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 | $7,632 | $134,817-94.3% | $123,973-93.8% | $155,188-95.1% |
| Participation rate | 84.2% | 79.4%+4.8pp | 76.7%+7.6pp | 80.8%+3.4pp |
| Annual return | 18.44% | 515.49%-497.0pp | 388.13%-369.7pp | 148.84%-130.4pp |
| Employer contribution / active EE | $1,065 | $4,425-75.9% | $4,126-74.2% | $4,248-74.9% |
| Participant deferral / active EE | $1,684 | $5,706-70.5% | $5,247-67.9% | $6,531-74.2% |
| Admin fee / account holder | $1,906 | $13,245-85.6% | $11,799-83.8% | $14,480-86.8% |