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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 | $5,908 | $142,354-95.8% | $125,529-95.3% | $155,188-96.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 74.7%+5.3pp | 80.8%-0.8pp |
| Annual return | 21.69% | 306.06%-284.4pp | 202.56%-180.9pp | 148.84%-127.1pp |
| Employer contribution / active EE | $956 | $3,501-72.7% | $3,058-68.7% | $4,248-77.5% |
| Participant deferral / active EE | $1,403 | $5,491-74.5% | $4,813-70.9% | $6,531-78.5% |
| Admin fee / account holder | $1,107 | $19,392-94.3% | $16,298-93.2% | $14,480-92.4% |