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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 | $12,476 | $165,381-92.5% | $149,730-91.7% | $158,966-92.2% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 37.91% | 348.29%-310.4pp | 276.70%-238.8pp | 302.95%-265.0pp |
| Employer contribution / active EE | $1,269 | $5,104-75.1% | $4,645-72.7% | $4,762-73.4% |
| Participant deferral / active EE | $2,224 | $7,182-69.0% | $6,843-67.5% | $5,983-62.8% |
| Admin fee / account holder | $1,797 | $10,809-83.4% | $9,310-80.7% | $11,250-84.0% |