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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 | $8,219 | $148,582-94.5% | $135,942-94.0% | $139,456-94.1% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 55.16% | 79.26%-24.1pp | 68.28%-13.1pp | 373.45%-318.3pp |
| Employer contribution / active EE | $1,263 | $5,245-75.9% | $4,858-74.0% | $4,753-73.4% |
| Participant deferral / active EE | $2,092 | $8,101-74.2% | $7,759-73.0% | $6,711-68.8% |
| Admin fee / account holder | $1,053 | $12,402-91.5% | $10,764-90.2% | $11,407-90.8% |