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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 | $5,683 | $115,225-95.1% | $100,712-94.4% | $138,895-95.9% |
| Participation rate | 82.4% | 74.3%+8.0pp | 69.3%+13.1pp | 79.9%+2.4pp |
| Annual return | 15.17% | 40.35%-25.2pp | 33.27%-18.1pp | 145.39%-130.2pp |
| Employer contribution / active EE | $723 | $2,771-73.9% | $2,313-68.8% | $4,194-82.8% |
| Participant deferral / active EE | $1,174 | $4,699-75.0% | $4,085-71.3% | $6,396-81.6% |
| Admin fee / account holder | $412 | $10,844-96.2% | $9,256-95.6% | $12,562-96.7% |