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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 | $8,739 | $105,210-91.7% | $159,487-94.5% | $85,851-89.8% |
| Participation rate | 75.6% | 75.8%-0.1pp | 82.8%-7.2pp | 69.3%+6.3pp |
| Annual return | 46.22% | 45.08%+1.1pp | 263.71%-217.5pp | 318.63%-272.4pp |
| Employer contribution / active EE | $844 | $3,319-74.6% | $4,831-82.5% | $2,565-67.1% |
| Participant deferral / active EE | $2,148 | $5,946-63.9% | $7,354-70.8% | $3,952-45.7% |
| Admin fee / account holder | $325 | $6,934-95.3% | $10,804-97.0% | $6,261-94.8% |