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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 | $7,265 | $182,823-96.0% | $161,596-95.5% | $198,609-96.3% |
| Participation rate | 92.3% | 81.5%+10.8pp | 80.7%+11.6pp | 82.4%+9.9pp |
| Annual return | 33.08% | 484.64%-451.6pp | 389.92%-356.8pp | 202.70%-169.6pp |
| Employer contribution / active EE | $1,963 | $4,109-52.2% | $3,977-50.6% | $5,055-61.2% |
| Participant deferral / active EE | $2,287 | $7,056-67.6% | $6,750-66.1% | $6,977-67.2% |
| Admin fee / account holder | $5,964 | $15,687-62.0% | $13,161-54.7% | $19,030-68.7% |