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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 | $7,251 | $154,228-95.3% | $145,433-95.0% | $137,256-94.7% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 90.61% | 74.59%+16.0pp | 66.58%+24.0pp | 220.34%-129.7pp |
| Employer contribution / active EE | $1,258 | $4,804-73.8% | $4,554-72.4% | $4,156-69.7% |
| Participant deferral / active EE | $1,665 | $8,216-79.7% | $7,897-78.9% | $6,407-74.0% |
| Admin fee / account holder | $634 | $14,344-95.6% | $13,129-95.2% | $12,270-94.8% |