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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 | $10,425 | $196,972-94.7% | $182,262-94.3% | $198,609-94.8% |
| Participation rate | 85.7% | 85.7%0pp | 84.2%+1.5pp | 82.4%+3.3pp |
| Annual return | 22.72% | 158.27%-135.6pp | 140.60%-117.9pp | 202.70%-180.0pp |
| Employer contribution / active EE | $1,824 | $5,364-66.0% | $5,046-63.9% | $5,055-63.9% |
| Participant deferral / active EE | $2,401 | $8,643-72.2% | $8,276-71.0% | $6,977-65.6% |
| Admin fee / account holder | $597 | $18,429-96.8% | $16,712-96.4% | $19,030-96.9% |