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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 | $166,242-94.9% | $165,071-94.9% | $145,884-94.2% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 14.74% | 100.44%-85.7pp | 70.17%-55.4pp | 551.85%-537.1pp |
| Employer contribution / active EE | $1,182 | $5,283-77.6% | $4,347-72.8% | $4,662-74.7% |
| Participant deferral / active EE | $1,968 | $6,964-71.7% | $6,035-67.4% | $6,690-70.6% |
| Admin fee / account holder | $453 | $16,658-97.3% | $12,695-96.4% | $13,392-96.6% |