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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 | $5,350 | $183,988-97.1% | $162,177-96.7% | $152,897-96.5% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 32.48% | 150.79%-118.3pp | 115.60%-83.1pp | 345.43%-312.9pp |
| Employer contribution / active EE | $1,509 | $6,370-76.3% | $5,613-73.1% | $4,764-68.3% |
| Participant deferral / active EE | $1,975 | $8,032-75.4% | $7,297-72.9% | $5,851-66.3% |
| Admin fee / account holder | $373 | $13,123-97.2% | $10,843-96.6% | $11,599-96.8% |