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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 | $13,834 | $217,432-93.6% | $185,851-92.6% | $167,553-91.7% |
| Participation rate | 94.7% | 86.1%+8.7pp | 81.7%+13.0pp | 82.1%+12.6pp |
| Annual return | 18.08% | 148.43%-130.3pp | 122.11%-104.0pp | 478.89%-460.8pp |
| Employer contribution / active EE | $1,428 | $5,874-75.7% | $5,168-72.4% | $4,840-70.5% |
| Participant deferral / active EE | $482 | $6,357-92.4% | $5,569-91.3% | $6,343-92.4% |
| Admin fee / account holder | $1,299 | $19,820-93.4% | $16,245-92.0% | $12,316-89.5% |