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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 | $7,508 | $166,268-95.5% | $165,100-95.5% | $145,897-94.9% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 20.11% | 100.52%-80.4pp | 70.21%-50.1pp | 552.29%-532.2pp |
| Employer contribution / active EE | $2,476 | $5,284-53.1% | $4,348-43.1% | $4,663-46.9% |
| Participant deferral / active EE | $1,523 | $6,964-78.1% | $6,035-74.8% | $6,689-77.2% |
| Admin fee / account holder | $950 | $16,659-94.3% | $12,696-92.5% | $13,390-92.9% |