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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 | $12,013 | $176,077-93.2% | $159,455-92.5% | $167,518-92.8% |
| Participation rate | 72.7% | 84.9%-12.2pp | 82.8%-10.1pp | 82.1%-9.4pp |
| Annual return | 10.84% | 331.83%-321.0pp | 263.63%-252.8pp | 478.71%-467.9pp |
| Employer contribution / active EE | $1,218 | $5,298-77.0% | $4,830-74.8% | $4,838-74.8% |
| Participant deferral / active EE | $1,957 | $7,751-74.8% | $7,353-73.4% | $6,342-69.1% |
| Admin fee / account holder | $6,780 | $12,556-46.0% | $10,800-37.2% | $12,312-44.9% |