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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 | $7,101 | $114,013-93.8% | $103,693-93.2% | $155,188-95.4% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 80.8%-0.8pp |
| Annual return | 13.48% | 49.31%-35.8pp | 47.61%-34.1pp | 148.84%-135.4pp |
| Employer contribution / active EE | $352 | $3,131-88.7% | $2,920-87.9% | $4,248-91.7% |
| Participant deferral / active EE | $1,036 | $4,970-79.2% | $4,579-77.4% | $6,531-84.1% |
| Admin fee / account holder | $4,011 | $8,407-52.3% | $7,858-49.0% | $14,480-72.3% |