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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 | $8,031 | $175,212-95.4% | $149,682-94.6% | $139,427-94.2% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 14.31% | 166.63%-152.3pp | 134.35%-120.0pp | 373.27%-359.0pp |
| Employer contribution / active EE | $1,786 | $5,475-67.4% | $4,818-62.9% | $4,752-62.4% |
| Participant deferral / active EE | $218 | $6,520-96.7% | $5,681-96.2% | $6,711-96.8% |
| Admin fee / account holder | $1,869 | $16,150-88.4% | $13,210-85.9% | $11,404-83.6% |