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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 | $7,548 | $134,817-94.4% | $123,973-93.9% | $155,188-95.1% |
| Participation rate | 88.9% | 79.4%+9.5pp | 76.7%+12.2pp | 80.8%+8.1pp |
| Annual return | 17.86% | 515.49%-497.6pp | 388.13%-370.3pp | 148.84%-131.0pp |
| Employer contribution / active EE | $1,243 | $4,425-71.9% | $4,126-69.9% | $4,248-70.7% |
| Participant deferral / active EE | $1,338 | $5,706-76.5% | $5,247-74.5% | $6,531-79.5% |
| Admin fee / account holder | $1,069 | $13,245-91.9% | $11,799-90.9% | $14,480-92.6% |