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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 | $10,910 | $125,193-91.3% | $105,591-89.7% | $145,978-92.5% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.0pp |
| Annual return | 11.26% | 225.53%-214.3pp | 116.43%-105.2pp | 550.52%-539.3pp |
| Employer contribution / active EE | $1,224 | $3,718-67.1% | $3,166-61.3% | $4,662-73.7% |
| Participant deferral / active EE | $0 | $5,708-100.0% | $5,008-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,007 | $17,277-94.2% | $11,024-90.9% | $13,400-92.5% |