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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 | $8,577 | $160,040-94.6% | $147,096-94.2% | $145,877-94.1% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 18.27% | 98.49%-80.2pp | 419.75%-401.5pp | 551.28%-533.0pp |
| Employer contribution / active EE | $1,609 | $5,289-69.6% | $4,936-67.4% | $4,663-65.5% |
| Participant deferral / active EE | $2,078 | $8,429-75.3% | $8,071-74.3% | $6,691-68.9% |
| Admin fee / account holder | $344 | $15,050-97.7% | $13,005-97.4% | $13,402-97.4% |