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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 | $7,957 | $123,155-93.5% | $108,753-92.7% | $155,188-94.9% |
| Participation rate | 75.0% | 75.6%-0.6pp | 71.1%+3.9pp | 80.8%-5.8pp |
| Annual return | 7.69% | 44.73%-37.0pp | 37.47%-29.8pp | 148.84%-141.1pp |
| Employer contribution / active EE | $558 | $2,811-80.2% | $2,427-77.0% | $4,248-86.9% |
| Participant deferral / active EE | $500 | $4,623-89.2% | $4,115-87.8% | $6,531-92.3% |
| Admin fee / account holder | $805 | $12,126-93.4% | $10,320-92.2% | $14,480-94.4% |