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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 | $7,115 | $176,077-96.0% | $159,455-95.5% | $167,518-95.8% |
| Participation rate | 92.3% | 84.9%+7.4pp | 82.8%+9.5pp | 82.1%+10.2pp |
| Annual return | 15.02% | 331.83%-316.8pp | 263.63%-248.6pp | 478.71%-463.7pp |
| Employer contribution / active EE | $1,328 | $5,298-74.9% | $4,830-72.5% | $4,838-72.5% |
| Participant deferral / active EE | $2,199 | $7,751-71.6% | $7,353-70.1% | $6,342-65.3% |
| Admin fee / account holder | $1,201 | $12,556-90.4% | $10,800-88.9% | $12,312-90.2% |