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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 | $8,468 | $217,427-96.1% | $185,837-95.4% | $167,518-94.9% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 16.27% | 148.39%-132.1pp | 122.08%-105.8pp | 478.71%-462.4pp |
| Employer contribution / active EE | $1,742 | $5,874-70.4% | $5,168-66.3% | $4,838-64.0% |
| Participant deferral / active EE | $1,660 | $6,357-73.9% | $5,568-70.2% | $6,342-73.8% |
| Admin fee / account holder | $533 | $19,816-97.3% | $16,241-96.7% | $12,312-95.7% |