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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 | $13,714 | $175,257-92.2% | $149,717-90.8% | $139,456-90.2% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 21.33% | 166.70%-145.4pp | 134.41%-113.1pp | 373.45%-352.1pp |
| Employer contribution / active EE | $1,193 | $5,477-78.2% | $4,820-75.2% | $4,753-74.9% |
| Participant deferral / active EE | $1,820 | $6,521-72.1% | $5,682-68.0% | $6,711-72.9% |
| Admin fee / account holder | $1,903 | $16,156-88.2% | $13,213-85.6% | $11,407-83.3% |