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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 | $9,486 | $171,492-94.5% | $150,734-93.7% | $198,609-95.2% |
| Participation rate | 84.6% | 81.4%+3.2pp | 78.4%+6.2pp | 82.4%+2.2pp |
| Annual return | 18.44% | 804.70%-786.3pp | 600.81%-582.4pp | 202.70%-184.3pp |
| Employer contribution / active EE | $1,491 | $5,470-72.8% | $4,918-69.7% | $5,055-70.5% |
| Participant deferral / active EE | $2,086 | $6,259-66.7% | $5,610-62.8% | $6,977-70.1% |
| Admin fee / account holder | $863 | $17,628-95.1% | $14,905-94.2% | $19,030-95.5% |