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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 | $12,782 | $185,905-93.1% | $170,057-92.5% | $139,487-90.8% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 19.06% | 60.56%-41.5pp | 53.42%-34.4pp | 373.84%-354.8pp |
| Employer contribution / active EE | $1,830 | $7,597-75.9% | $6,790-73.0% | $4,755-61.5% |
| Participant deferral / active EE | $2,884 | $11,627-75.2% | $10,411-72.3% | $6,713-57.0% |
| Admin fee / account holder | $2,326 | $15,397-84.9% | $12,826-81.9% | $11,407-79.6% |