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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 | $5,804 | $227,399-97.4% | $189,758-96.9% | $198,609-97.1% |
| Participation rate | 81.8% | 84.0%-2.2pp | 79.8%+2.0pp | 82.4%-0.6pp |
| Annual return | 24.86% | 61.03%-36.2pp | 52.62%-27.8pp | 202.70%-177.8pp |
| Employer contribution / active EE | $1,652 | $5,526-70.1% | $4,767-65.3% | $5,055-67.3% |
| Participant deferral / active EE | $2,747 | $6,837-59.8% | $5,856-53.1% | $6,977-60.6% |
| Admin fee / account holder | $453 | $25,162-98.2% | $20,388-97.8% | $19,030-97.6% |