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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 | $5,906 | $148,629-96.0% | $135,982-95.7% | $139,487-95.8% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 23.53% | 79.33%-55.8pp | 68.32%-44.8pp | 373.84%-350.3pp |
| Employer contribution / active EE | $1,485 | $5,247-71.7% | $4,859-69.4% | $4,755-68.8% |
| Participant deferral / active EE | $1,438 | $8,102-82.3% | $7,760-81.5% | $6,713-78.6% |
| Admin fee / account holder | $905 | $12,406-92.7% | $10,767-91.6% | $11,407-92.1% |