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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 | $7,655 | $185,856-95.9% | $170,028-95.5% | $139,456-94.5% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 25.82% | 60.52%-34.7pp | 53.39%-27.6pp | 373.45%-347.6pp |
| Employer contribution / active EE | $2,119 | $7,593-72.1% | $6,788-68.8% | $4,753-55.4% |
| Participant deferral / active EE | $2,863 | $11,623-75.4% | $10,409-72.5% | $6,711-57.3% |
| Admin fee / account holder | $553 | $15,387-96.4% | $12,820-95.7% | $11,407-95.2% |