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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 | $6,660 | $154,228-95.7% | $145,433-95.4% | $137,256-95.1% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 38.85% | 74.59%-35.7pp | 66.58%-27.7pp | 220.34%-181.5pp |
| Employer contribution / active EE | $1,726 | $4,804-64.1% | $4,554-62.1% | $4,156-58.5% |
| Participant deferral / active EE | $2,089 | $8,216-74.6% | $7,897-73.5% | $6,407-67.4% |
| Admin fee / account holder | $1,236 | $14,344-91.4% | $13,129-90.6% | $12,270-89.9% |