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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 | $10,721 | $160,040-93.3% | $147,096-92.7% | $145,877-92.7% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.2%+2.0pp | 80.3%+3.9pp |
| Annual return | 12.87% | 98.49%-85.6pp | 419.75%-406.9pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,511 | $5,289-71.4% | $4,936-69.4% | $4,663-67.6% |
| Participant deferral / active EE | $2,506 | $8,429-70.3% | $8,071-69.0% | $6,691-62.5% |
| Admin fee / account holder | $5,360 | $15,050-64.4% | $13,005-58.8% | $13,402-60.0% |