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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 | $8,413 | $166,268-94.9% | $165,100-94.9% | $145,897-94.2% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 14.74% | 100.52%-85.8pp | 70.21%-55.5pp | 552.29%-537.6pp |
| Employer contribution / active EE | $1,182 | $5,284-77.6% | $4,348-72.8% | $4,663-74.7% |
| Participant deferral / active EE | $1,968 | $6,964-71.7% | $6,035-67.4% | $6,689-70.6% |
| Admin fee / account holder | $453 | $16,659-97.3% | $12,696-96.4% | $13,390-96.6% |