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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 | $9,553 | $160,028-94.0% | $147,080-93.5% | $145,884-93.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 11.60% | 98.60%-87.0pp | 420.17%-408.6pp | 551.85%-540.2pp |
| Employer contribution / active EE | $1,304 | $5,286-75.3% | $4,933-73.6% | $4,662-72.0% |
| Participant deferral / active EE | $2,219 | $8,422-73.7% | $8,066-72.5% | $6,690-66.8% |
| Admin fee / account holder | $972 | $15,030-93.5% | $12,989-92.5% | $13,392-92.7% |