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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 | $7,508 | $97,289-92.3% | $92,805-91.9% | $155,188-95.2% |
| Participation rate | 84.6% | 84.2%+0.4pp | 83.5%+1.1pp | 80.8%+3.8pp |
| Annual return | 42.24% | 29.03%+13.2pp | 31.59%+10.7pp | 148.84%-106.6pp |
| Employer contribution / active EE | $6 | $3,632-99.8% | $3,424-99.8% | $4,248-99.9% |
| Participant deferral / active EE | $1,662 | $8,795-81.1% | $8,448-80.3% | $6,531-74.6% |
| Admin fee / account holder | $3,986 | $12,015-66.8% | $10,911-63.5% | $14,480-72.5% |