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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 | $6,687 | $165,381-96.0% | $149,730-95.5% | $158,966-95.8% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 12.81% | 348.29%-335.5pp | 276.70%-263.9pp | 302.95%-290.1pp |
| Employer contribution / active EE | $1,239 | $5,104-75.7% | $4,645-73.3% | $4,762-74.0% |
| Participant deferral / active EE | $1,126 | $7,182-84.3% | $6,843-83.5% | $5,983-81.2% |
| Admin fee / account holder | $1,276 | $10,809-88.2% | $9,310-86.3% | $11,250-88.7% |