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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 | $7,778 | $160,028-95.1% | $147,080-94.7% | $145,884-94.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 19.03% | 98.60%-79.6pp | 420.17%-401.1pp | 551.85%-532.8pp |
| Employer contribution / active EE | $2,166 | $5,286-59.0% | $4,933-56.1% | $4,662-53.5% |
| Participant deferral / active EE | $2,317 | $8,422-72.5% | $8,066-71.3% | $6,690-65.4% |
| Admin fee / account holder | $392 | $15,030-97.4% | $12,989-97.0% | $13,392-97.1% |