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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 | $3,880 | $114,119-96.6% | $107,187-96.4% | $138,895-97.2% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 79.9%+11.0pp |
| Annual return | 25.90% | 273.21%-247.3pp | 204.55%-178.6pp | 145.39%-119.5pp |
| Employer contribution / active EE | $1,011 | $4,059-75.1% | $3,782-73.3% | $4,194-75.9% |
| Participant deferral / active EE | $1,179 | $5,538-78.7% | $5,096-76.9% | $6,396-81.6% |
| Admin fee / account holder | $627 | $10,024-93.7% | $9,162-93.2% | $12,562-95.0% |