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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 | $212,386-96.5% | $199,883-96.3% | $138,895-94.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.8%-1.1pp | 79.9%+5.8pp |
| Annual return | 16.04% | 47.75%-31.7pp | 43.81%-27.8pp | 145.39%-129.4pp |
| Employer contribution / active EE | $1,460 | $6,625-78.0% | $6,261-76.7% | $4,194-65.2% |
| Participant deferral / active EE | $2,575 | $9,617-73.2% | $9,138-71.8% | $6,396-59.7% |
| Admin fee / account holder | $3,537 | $18,233-80.6% | $17,268-79.5% | $12,562-71.8% |