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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 | $12,418 | $129,737-90.4% | $119,126-89.6% | $154,746-92.0% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 16.64% | 379.08%-362.4pp | 282.11%-265.5pp | 172.34%-155.7pp |
| Employer contribution / active EE | $2,521 | $4,375-42.4% | $4,034-37.5% | $4,379-42.4% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $346 | $11,961-97.1% | $10,693-96.8% | $14,365-97.6% |