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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 | $7,921 | $176,077-95.5% | $159,455-95.0% | $167,518-95.3% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 14.78% | 331.83%-317.1pp | 263.63%-248.9pp | 478.71%-463.9pp |
| Employer contribution / active EE | $1,211 | $5,298-77.1% | $4,830-74.9% | $4,838-75.0% |
| Participant deferral / active EE | $1,899 | $7,751-75.5% | $7,353-74.2% | $6,342-70.1% |
| Admin fee / account holder | $1,859 | $12,556-85.2% | $10,800-82.8% | $12,312-84.9% |