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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 | $9,218 | $183,988-95.0% | $162,177-94.3% | $152,897-94.0% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.6%-5.7pp | 82.5%-0.6pp |
| Annual return | 27.54% | 150.79%-123.3pp | 115.60%-88.1pp | 345.43%-317.9pp |
| Employer contribution / active EE | $1,662 | $6,370-73.9% | $5,613-70.4% | $4,764-65.1% |
| Participant deferral / active EE | $1,988 | $8,032-75.3% | $7,297-72.8% | $5,851-66.0% |
| Admin fee / account holder | $567 | $13,123-95.7% | $10,843-94.8% | $11,599-95.1% |