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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 | $6,803 | $154,228-95.6% | $145,433-95.3% | $137,256-95.0% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 22.21% | 74.59%-52.4pp | 66.58%-44.4pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,524 | $4,804-68.3% | $4,554-66.5% | $4,156-63.3% |
| Participant deferral / active EE | $2,108 | $8,216-74.3% | $7,897-73.3% | $6,407-67.1% |
| Admin fee / account holder | $505 | $14,344-96.5% | $13,129-96.2% | $12,270-95.9% |