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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 | $11,065 | $159,978-93.1% | $147,041-92.5% | $145,978-92.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 18.04% | 98.36%-80.3pp | 419.21%-401.2pp | 550.52%-532.5pp |
| Employer contribution / active EE | $1,847 | $5,288-65.1% | $4,935-62.6% | $4,662-60.4% |
| Participant deferral / active EE | $2,268 | $8,429-73.1% | $8,071-71.9% | $6,690-66.1% |
| Admin fee / account holder | $484 | $15,053-96.8% | $13,006-96.3% | $13,400-96.4% |