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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 | $7,989 | $185,883-95.7% | $170,043-95.3% | $139,466-94.3% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 24.82% | 60.54%-35.7pp | 53.40%-28.6pp | 373.66%-348.8pp |
| Employer contribution / active EE | $2,008 | $7,596-73.6% | $6,790-70.4% | $4,754-57.8% |
| Participant deferral / active EE | $2,606 | $11,626-77.6% | $10,410-75.0% | $6,712-61.2% |
| Admin fee / account holder | $537 | $15,393-96.5% | $12,824-95.8% | $11,409-95.3% |