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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 | $7,121 | $172,111-95.9% | $150,298-95.3% | $137,256-94.8% |
| Participation rate | 94.1% | 81.7%+12.4pp | 77.8%+16.4pp | 80.0%+14.2pp |
| Annual return | 15.38% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,943 | $4,636-58.1% | $4,154-53.2% | $4,156-53.3% |
| Participant deferral / active EE | $1,520 | $6,166-75.3% | $5,453-72.1% | $6,407-76.3% |
| Admin fee / account holder | $2,012 | $16,471-87.8% | $14,116-85.7% | $12,270-83.6% |