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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 | $12,956 | $183,592-92.9% | $155,574-91.7% | $145,877-91.1% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.97% | 61.37%-48.4pp | 64.87%-51.9pp | 551.28%-538.3pp |
| Employer contribution / active EE | $1,052 | $5,317-80.2% | $4,676-77.5% | $4,663-77.4% |
| Participant deferral / active EE | $1,799 | $6,466-72.2% | $5,629-68.0% | $6,691-73.1% |
| Admin fee / account holder | $388 | $19,316-98.0% | $15,914-97.6% | $13,402-97.1% |