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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 | $7,440 | $209,336-96.4% | $197,124-96.2% | $137,256-94.6% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 16.04% | 48.09%-32.1pp | 44.34%-28.3pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,460 | $6,591-77.8% | $6,227-76.6% | $4,156-64.9% |
| Participant deferral / active EE | $2,575 | $9,614-73.2% | $9,135-71.8% | $6,407-59.8% |
| Admin fee / account holder | $3,537 | $17,308-79.6% | $16,298-78.3% | $12,270-71.2% |