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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 | $8,972 | $171,492-94.8% | $150,734-94.0% | $198,609-95.5% |
| Participation rate | 92.9% | 81.4%+11.4pp | 78.4%+14.4pp | 82.4%+10.5pp |
| Annual return | 18.35% | 804.70%-786.4pp | 600.81%-582.5pp | 202.70%-184.3pp |
| Employer contribution / active EE | $1,402 | $5,470-74.4% | $4,918-71.5% | $5,055-72.3% |
| Participant deferral / active EE | $1,734 | $6,259-72.3% | $5,610-69.1% | $6,977-75.1% |
| Admin fee / account holder | $449 | $17,628-97.5% | $14,905-97.0% | $19,030-97.6% |