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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 | $6,466 | $124,346-94.8% | $111,306-94.2% | $167,553-96.1% |
| Participation rate | 92.3% | 79.6%+12.7pp | 77.3%+15.0pp | 82.1%+10.2pp |
| Annual return | 15.11% | 37.46%-22.3pp | 54.67%-39.6pp | 478.89%-463.8pp |
| Employer contribution / active EE | $828 | $3,438-75.9% | $2,732-69.7% | $4,840-82.9% |
| Participant deferral / active EE | $1,593 | $5,182-69.3% | $4,488-64.5% | $6,343-74.9% |
| Admin fee / account holder | $302 | $10,623-97.2% | $7,966-96.2% | $12,316-97.6% |