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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 | $3,825 | $183,516-97.9% | $155,534-97.5% | $145,884-97.4% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 16.46% | 61.43%-45.0pp | 64.92%-48.5pp | 551.85%-535.4pp |
| Employer contribution / active EE | $1,204 | $5,315-77.3% | $4,675-74.2% | $4,662-74.2% |
| Participant deferral / active EE | $1,507 | $6,467-76.7% | $5,630-73.2% | $6,690-77.5% |
| Admin fee / account holder | $329 | $19,293-98.3% | $15,900-97.9% | $13,392-97.5% |