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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 | $7,517 | $227,399-96.7% | $189,758-96.0% | $198,609-96.2% |
| Participation rate | 93.3% | 84.0%+9.3pp | 79.8%+13.5pp | 82.4%+11.0pp |
| Annual return | 22.43% | 61.03%-38.6pp | 52.62%-30.2pp | 202.70%-180.3pp |
| Employer contribution / active EE | $1,832 | $5,526-66.8% | $4,767-61.6% | $5,055-63.8% |
| Participant deferral / active EE | $1,512 | $6,837-77.9% | $5,856-74.2% | $6,977-78.3% |
| Admin fee / account holder | $335 | $25,162-98.7% | $20,388-98.4% | $19,030-98.2% |