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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 | $10,274 | $148,623-93.1% | $135,974-92.4% | $139,466-92.6% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 16.63% | 79.30%-62.7pp | 68.30%-51.7pp | 373.66%-357.0pp |
| Employer contribution / active EE | $1,011 | $5,246-80.7% | $4,859-79.2% | $4,754-78.7% |
| Participant deferral / active EE | $1,823 | $8,103-77.5% | $7,760-76.5% | $6,712-72.8% |
| Admin fee / account holder | $504 | $12,406-95.9% | $10,767-95.3% | $11,409-95.6% |