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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 | $6,833 | $132,099-94.8% | $115,599-94.1% | $138,895-95.1% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.3%+13.2pp | 79.9%+7.6pp |
| Annual return | 17.89% | 176.76%-158.9pp | 111.10%-93.2pp | 145.39%-127.5pp |
| Employer contribution / active EE | $1,237 | $3,416-63.8% | $2,955-58.1% | $4,194-70.5% |
| Participant deferral / active EE | $1,395 | $5,617-75.2% | $4,889-71.5% | $6,396-78.2% |
| Admin fee / account holder | $619 | $15,650-96.0% | $12,841-95.2% | $12,562-95.1% |