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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 | $11,507 | $160,028-92.8% | $147,080-92.2% | $145,884-92.1% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 14.97% | 98.60%-83.6pp | 420.17%-405.2pp | 551.85%-536.9pp |
| Employer contribution / active EE | $1,245 | $5,286-76.4% | $4,933-74.8% | $4,662-73.3% |
| Participant deferral / active EE | $2,490 | $8,422-70.4% | $8,066-69.1% | $6,690-62.8% |
| Admin fee / account holder | $746 | $15,030-95.0% | $12,989-94.3% | $13,392-94.4% |