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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 | $13,492 | $176,105-92.3% | $159,474-91.5% | $167,536-91.9% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 12.68% | 331.91%-319.2pp | 263.68%-251.0pp | 478.82%-466.1pp |
| Employer contribution / active EE | $2,053 | $5,299-61.3% | $4,831-57.5% | $4,839-57.6% |
| Participant deferral / active EE | $2,538 | $7,751-67.3% | $7,353-65.5% | $6,342-60.0% |
| Admin fee / account holder | $6,061 | $12,559-51.7% | $10,802-43.9% | $12,315-50.8% |