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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 | $5,455 | $225,673-97.6% | $203,872-97.3% | $155,188-96.5% |
| Participation rate | 88.2% | 80.3%+7.9pp | 77.8%+10.4pp | 80.8%+7.4pp |
| Annual return | 12.28% | 95.91%-83.6pp | 85.11%-72.8pp | 148.84%-136.6pp |
| Employer contribution / active EE | $751 | $4,099-81.7% | $3,757-80.0% | $4,248-82.3% |
| Participant deferral / active EE | $899 | $6,893-87.0% | $6,388-85.9% | $6,531-86.2% |
| Admin fee / account holder | $6,231 | $12,327-49.5% | $11,730-46.9% | $14,480-57.0% |