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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 | $8,078 | $183,516-95.6% | $155,534-94.8% | $145,884-94.5% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 11.52% | 61.43%-49.9pp | 64.92%-53.4pp | 551.85%-540.3pp |
| Employer contribution / active EE | $1,690 | $5,315-68.2% | $4,675-63.9% | $4,662-63.8% |
| Participant deferral / active EE | $677 | $6,467-89.5% | $5,630-88.0% | $6,690-89.9% |
| Admin fee / account holder | $456 | $19,293-97.6% | $15,900-97.1% | $13,392-96.6% |