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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 | $11,666 | $183,592-93.6% | $155,574-92.5% | $145,877-92.0% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 14.80% | 61.37%-46.6pp | 64.87%-50.1pp | 551.28%-536.5pp |
| Employer contribution / active EE | $1,032 | $5,317-80.6% | $4,676-77.9% | $4,663-77.9% |
| Participant deferral / active EE | $1,448 | $6,466-77.6% | $5,629-74.3% | $6,691-78.4% |
| Admin fee / account holder | $2,484 | $19,316-87.1% | $15,914-84.4% | $13,402-81.5% |