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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 | $6,512 | $175,231-96.3% | $149,696-95.6% | $139,466-95.3% |
| Participation rate | 86.7% | 83.4%+3.3pp | 78.8%+7.9pp | 80.3%+6.3pp |
| Annual return | 22.94% | 166.77%-143.8pp | 134.46%-111.5pp | 373.66%-350.7pp |
| Employer contribution / active EE | $1,595 | $5,478-70.9% | $4,821-66.9% | $4,754-66.4% |
| Participant deferral / active EE | $1,068 | $6,521-83.6% | $5,682-81.2% | $6,712-84.1% |
| Admin fee / account holder | $340 | $16,155-97.9% | $13,212-97.4% | $11,409-97.0% |