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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 | $7,991 | $196,972-95.9% | $182,262-95.6% | $198,609-96.0% |
| Participation rate | 90.0% | 85.7%+4.3pp | 84.2%+5.8pp | 82.4%+7.6pp |
| Annual return | 18.26% | 158.27%-140.0pp | 140.60%-122.3pp | 202.70%-184.4pp |
| Employer contribution / active EE | $2,108 | $5,364-60.7% | $5,046-58.2% | $5,055-58.3% |
| Participant deferral / active EE | $2,729 | $8,643-68.4% | $8,276-67.0% | $6,977-60.9% |
| Admin fee / account holder | $3,147 | $18,429-82.9% | $16,712-81.2% | $19,030-83.5% |