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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 | $208,088-97.4% | $186,193-97.1% | $154,746-96.5% |
| Participation rate | 88.2% | 80.0%+8.2pp | 77.1%+11.1pp | 80.7%+7.5pp |
| Annual return | 12.28% | 89.97%-77.7pp | 78.03%-65.8pp | 172.34%-160.1pp |
| Employer contribution / active EE | $751 | $4,340-82.7% | $3,918-80.8% | $4,379-82.8% |
| Participant deferral / active EE | $899 | $7,078-87.3% | $6,513-86.2% | $6,730-86.6% |
| Admin fee / account holder | $6,231 | $11,698-46.7% | $11,058-43.7% | $14,365-56.6% |