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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 | $13,075 | $160,040-91.8% | $147,096-91.1% | $145,877-91.0% |
| Participation rate | 73.7% | 84.0%-10.3pp | 82.2%-8.5pp | 80.3%-6.6pp |
| Annual return | 14.38% | 98.49%-84.1pp | 419.75%-405.4pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,935 | $5,289-63.4% | $4,936-60.8% | $4,663-58.5% |
| Participant deferral / active EE | $2,435 | $8,429-71.1% | $8,071-69.8% | $6,691-63.6% |
| Admin fee / account holder | $1,195 | $15,050-92.1% | $13,005-90.8% | $13,402-91.1% |