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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 | $9,520 | $172,111-94.5% | $150,298-93.7% | $137,256-93.1% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 80.0%+12.3pp |
| Annual return | 21.27% | 69.37%-48.1pp | 62.79%-41.5pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,452 | $4,636-68.7% | $4,154-65.1% | $4,156-65.1% |
| Participant deferral / active EE | $1,601 | $6,166-74.0% | $5,453-70.6% | $6,407-75.0% |
| Admin fee / account holder | $478 | $16,471-97.1% | $14,116-96.6% | $12,270-96.1% |