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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 | $15,692 | $160,070-90.2% | $147,117-89.3% | $145,897-89.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 12.58% | 98.69%-86.1pp | 420.54%-408.0pp | 552.29%-539.7pp |
| Employer contribution / active EE | $1,092 | $5,285-79.3% | $4,932-77.9% | $4,663-76.6% |
| Participant deferral / active EE | $1,703 | $8,419-79.8% | $8,065-78.9% | $6,689-74.5% |
| Admin fee / account holder | $2,456 | $15,035-83.7% | $12,993-81.1% | $13,390-81.7% |