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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 | $5,570 | $100,970-94.5% | $96,576-94.2% | $137,256-95.9% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 13.25% | 38.16%-24.9pp | 38.47%-25.2pp | 220.34%-207.1pp |
| Employer contribution / active EE | $384 | $3,809-89.9% | $3,553-89.2% | $4,156-90.8% |
| Participant deferral / active EE | $981 | $8,286-88.2% | $7,956-87.7% | $6,407-84.7% |
| Admin fee / account holder | $1,821 | $11,312-83.9% | $11,381-84.0% | $12,270-85.2% |