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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 | $7,063 | $160,040-95.6% | $147,096-95.2% | $145,877-95.2% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 44.96% | 98.49%-53.5pp | 419.75%-374.8pp | 551.28%-506.3pp |
| Employer contribution / active EE | $1,987 | $5,289-62.4% | $4,936-59.7% | $4,663-57.4% |
| Participant deferral / active EE | $2,288 | $8,429-72.9% | $8,071-71.7% | $6,691-65.8% |
| Admin fee / account holder | $693 | $15,050-95.4% | $13,005-94.7% | $13,402-94.8% |