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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 | $8,286 | $183,516-95.5% | $155,534-94.7% | $145,884-94.3% |
| Participation rate | 94.7% | 82.7%+12.0pp | 78.2%+16.5pp | 80.3%+14.4pp |
| Annual return | 29.20% | 61.43%-32.2pp | 64.92%-35.7pp | 551.85%-522.6pp |
| Employer contribution / active EE | $3,705 | $5,315-30.3% | $4,675-20.8% | $4,662-20.5% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $322 | $19,293-98.3% | $15,900-98.0% | $13,392-97.6% |