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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 | $185,856-95.7% | $170,028-95.3% | $139,456-94.3% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 24.82% | 60.52%-35.7pp | 53.39%-28.6pp | 373.45%-348.6pp |
| Employer contribution / active EE | $2,008 | $7,593-73.6% | $6,788-70.4% | $4,753-57.8% |
| Participant deferral / active EE | $2,606 | $11,623-77.6% | $10,409-75.0% | $6,711-61.2% |
| Admin fee / account holder | $537 | $15,387-96.5% | $12,820-95.8% | $11,407-95.3% |