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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 | $8,081 | $183,516-95.6% | $155,534-94.8% | $145,884-94.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.07% | 61.43%-51.4pp | 64.92%-54.8pp | 551.85%-541.8pp |
| Employer contribution / active EE | $1,562 | $5,315-70.6% | $4,675-66.6% | $4,662-66.5% |
| Participant deferral / active EE | $527 | $6,467-91.9% | $5,630-90.6% | $6,690-92.1% |
| Admin fee / account holder | $1,958 | $19,293-89.9% | $15,900-87.7% | $13,392-85.4% |