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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 | $11,897 | $228,352-94.8% | $185,835-93.6% | $158,966-92.5% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 5.47% | 40.81%-35.3pp | 35.96%-30.5pp | 302.95%-297.5pp |
| Employer contribution / active EE | $1,055 | $4,967-78.8% | $4,087-74.2% | $4,762-77.8% |
| Participant deferral / active EE | $1,190 | $6,416-81.5% | $5,633-78.9% | $5,983-80.1% |
| Admin fee / account holder | $22,211 | $11,867+87.2% | $9,502+133.7% | $11,250+97.4% |