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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 | $8,989 | $184,000-95.1% | $162,185-94.5% | $152,909-94.1% |
| Participation rate | 73.3% | 88.5%-15.2pp | 87.6%-14.2pp | 82.5%-9.1pp |
| Annual return | 23.07% | 150.80%-127.7pp | 115.61%-92.5pp | 345.46%-322.4pp |
| Employer contribution / active EE | $1,570 | $6,370-75.4% | $5,613-72.0% | $4,764-67.0% |
| Participant deferral / active EE | $1,706 | $8,033-78.8% | $7,297-76.6% | $5,851-70.8% |
| Admin fee / account holder | $928 | $13,124-92.9% | $10,844-91.4% | $11,601-92.0% |