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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 | $14,922 | $135,645-89.0% | $110,243-86.5% | $135,380-89.0% |
| Participation rate | 93.8% | 83.5%+10.3pp | 79.8%+13.9pp | 82.6%+11.1pp |
| Annual return | 8.34% | 513.24%-504.9pp | 314.76%-306.4pp | 519.81%-511.5pp |
| Employer contribution / active EE | $2,444 | $4,907-50.2% | $3,827-36.1% | $4,779-48.9% |
| Participant deferral / active EE | $517 | $5,507-90.6% | $4,672-88.9% | $5,609-90.8% |
| Admin fee / account holder | $1,359 | $11,458-88.1% | $8,548-84.1% | $10,828-87.5% |