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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 | $148,623-94.5% | $135,974-94.0% | $139,466-94.1% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 55.16% | 79.30%-24.1pp | 68.30%-13.1pp | 373.66%-318.5pp |
| Employer contribution / active EE | $1,263 | $5,246-75.9% | $4,859-74.0% | $4,754-73.4% |
| Participant deferral / active EE | $2,092 | $8,103-74.2% | $7,760-73.0% | $6,712-68.8% |
| Admin fee / account holder | $1,053 | $12,406-91.5% | $10,767-90.2% | $11,409-90.8% |