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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 | $6,553 | $107,733-93.9% | $92,985-93.0% | $154,746-95.8% |
| Participation rate | 77.8% | 74.6%+3.2pp | 69.5%+8.3pp | 80.7%-2.9pp |
| Annual return | 15.59% | 30.39%-14.8pp | 27.99%-12.4pp | 172.34%-156.7pp |
| Employer contribution / active EE | $754 | $3,126-75.9% | $2,662-71.7% | $4,379-82.8% |
| Participant deferral / active EE | $1,203 | $5,053-76.2% | $4,377-72.5% | $6,730-82.1% |
| Admin fee / account holder | $1,125 | $11,369-90.1% | $9,463-88.1% | $14,365-92.2% |