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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 | $7,028 | $183,592-96.2% | $155,574-95.5% | $145,877-95.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 12.64% | 61.37%-48.7pp | 64.87%-52.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $1,171 | $5,317-78.0% | $4,676-74.9% | $4,663-74.9% |
| Participant deferral / active EE | $1,530 | $6,466-76.3% | $5,629-72.8% | $6,691-77.1% |
| Admin fee / account holder | $2,589 | $19,316-86.6% | $15,914-83.7% | $13,402-80.7% |