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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 | $8,111 | $209,336-96.1% | $197,124-95.9% | $137,256-94.1% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 14.52% | 48.09%-33.6pp | 44.34%-29.8pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,371 | $6,591-79.2% | $6,227-78.0% | $4,156-67.0% |
| Participant deferral / active EE | $2,134 | $9,614-77.8% | $9,135-76.6% | $6,407-66.7% |
| Admin fee / account holder | $3,676 | $17,308-78.8% | $16,298-77.4% | $12,270-70.0% |