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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 | $6,115 | $154,228-96.0% | $145,433-95.8% | $137,256-95.5% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 29.14% | 74.59%-45.4pp | 66.58%-37.4pp | 220.34%-191.2pp |
| Employer contribution / active EE | $1,637 | $4,804-65.9% | $4,554-64.1% | $4,156-60.6% |
| Participant deferral / active EE | $2,343 | $8,216-71.5% | $7,897-70.3% | $6,407-63.4% |
| Admin fee / account holder | $1,937 | $14,344-86.5% | $13,129-85.2% | $12,270-84.2% |