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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 | $11,894 | $166,268-92.8% | $165,100-92.8% | $145,897-91.8% |
| Participation rate | 73.3% | 82.0%-8.7pp | 78.6%-5.3pp | 80.3%-7.0pp |
| Annual return | 10.31% | 100.52%-90.2pp | 70.21%-59.9pp | 552.29%-542.0pp |
| Employer contribution / active EE | $1,318 | $5,284-75.1% | $4,348-69.7% | $4,663-71.7% |
| Participant deferral / active EE | $1,508 | $6,964-78.4% | $6,035-75.0% | $6,689-77.5% |
| Admin fee / account holder | $16,992 | $16,659+2.0% | $12,696+33.8% | $13,390+26.9% |