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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 | $12,089 | $160,028-92.4% | $147,080-91.8% | $145,884-91.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 12.69% | 98.60%-85.9pp | 420.17%-407.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $2,140 | $5,286-59.5% | $4,933-56.6% | $4,662-54.1% |
| Participant deferral / active EE | $2,493 | $8,422-70.4% | $8,066-69.1% | $6,690-62.7% |
| Admin fee / account holder | $1,759 | $15,030-88.3% | $12,989-86.5% | $13,392-86.9% |