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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 | $6,477 | $134,817-95.2% | $123,973-94.8% | $155,188-95.8% |
| Participation rate | 77.8% | 79.4%-1.6pp | 76.7%+1.1pp | 80.8%-3.0pp |
| Annual return | 24.92% | 515.49%-490.6pp | 388.13%-363.2pp | 148.84%-123.9pp |
| Employer contribution / active EE | $1,312 | $4,425-70.3% | $4,126-68.2% | $4,248-69.1% |
| Participant deferral / active EE | $1,604 | $5,706-71.9% | $5,247-69.4% | $6,531-75.4% |
| Admin fee / account holder | $770 | $13,245-94.2% | $11,799-93.5% | $14,480-94.7% |