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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 | $7,140 | $217,432-96.7% | $185,851-96.2% | $167,553-95.7% |
| Participation rate | 95.5% | 86.1%+9.4pp | 81.7%+13.7pp | 82.1%+13.3pp |
| Annual return | 22.48% | 148.43%-125.9pp | 122.11%-99.6pp | 478.89%-456.4pp |
| Employer contribution / active EE | $1,733 | $5,874-70.5% | $5,168-66.5% | $4,840-64.2% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $734 | $19,820-96.3% | $16,245-95.5% | $12,316-94.0% |