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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 | $7,904 | $134,817-94.1% | $123,973-93.6% | $155,188-94.9% |
| Participation rate | 70.6% | 79.4%-8.8pp | 76.7%-6.1pp | 80.8%-10.2pp |
| Annual return | 24.74% | 515.49%-490.7pp | 388.13%-363.4pp | 148.84%-124.1pp |
| Employer contribution / active EE | $2,792 | $4,425-36.9% | $4,126-32.3% | $4,248-34.3% |
| Participant deferral / active EE | $995 | $5,706-82.6% | $5,247-81.0% | $6,531-84.8% |
| Admin fee / account holder | $349 | $13,245-97.4% | $11,799-97.0% | $14,480-97.6% |