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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 | $6,660 | $162,136-95.9% | $152,301-95.6% | $154,746-95.7% |
| Participation rate | 94.1% | 84.1%+10.0pp | 82.4%+11.7pp | 80.7%+13.4pp |
| Annual return | 38.85% | 91.02%-52.2pp | 80.50%-41.6pp | 172.34%-133.5pp |
| Employer contribution / active EE | $1,726 | $4,890-64.7% | $4,624-62.7% | $4,379-60.6% |
| Participant deferral / active EE | $2,089 | $8,341-75.0% | $8,004-73.9% | $6,730-69.0% |
| Admin fee / account holder | $1,236 | $15,759-92.2% | $14,398-91.4% | $14,365-91.4% |