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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 | $8,197 | $227,291-96.4% | $214,702-96.2% | $155,188-94.7% |
| Participation rate | 85.7% | 88.0%-2.3pp | 87.5%-1.8pp | 80.8%+4.9pp |
| Annual return | 18.89% | 60.08%-41.2pp | 54.55%-35.7pp | 148.84%-130.0pp |
| Employer contribution / active EE | $1,482 | $6,772-78.1% | $6,461-77.1% | $4,248-65.1% |
| Participant deferral / active EE | $1,723 | $9,582-82.0% | $9,147-81.2% | $6,531-73.6% |
| Admin fee / account holder | $745 | $20,413-96.4% | $19,830-96.2% | $14,480-94.9% |