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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 | $16,928 | $160,040-89.4% | $147,096-88.5% | $145,877-88.4% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 13.93% | 98.49%-84.6pp | 419.75%-405.8pp | 551.28%-537.4pp |
| Employer contribution / active EE | $3,629 | $5,289-31.4% | $4,936-26.5% | $4,663-22.2% |
| Participant deferral / active EE | $2,243 | $8,429-73.4% | $8,071-72.2% | $6,691-66.5% |
| Admin fee / account holder | $356 | $15,050-97.6% | $13,005-97.3% | $13,402-97.3% |