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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 | $4,687 | $111,535-95.8% | $105,223-95.5% | $137,256-96.6% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 13.47% | 237.85%-224.4pp | 180.65%-167.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,093 | $3,939-72.3% | $3,689-70.4% | $4,156-73.7% |
| Participant deferral / active EE | $1,204 | $5,500-78.1% | $5,072-76.3% | $6,407-81.2% |
| Admin fee / account holder | $1,235 | $9,721-87.3% | $8,859-86.1% | $12,270-89.9% |