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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 | $6,384 | $289,211-97.8% | $260,467-97.5% | $198,609-96.8% |
| Participation rate | 87.5% | 83.1%+4.4pp | 80.5%+7.0pp | 82.4%+5.1pp |
| Annual return | 10.72% | 112.90%-102.2pp | 100.60%-89.9pp | 202.70%-192.0pp |
| Employer contribution / active EE | $1,349 | $4,663-71.1% | $4,239-68.2% | $5,055-73.3% |
| Participant deferral / active EE | $744 | $6,812-89.1% | $6,319-88.2% | $6,977-89.3% |
| Admin fee / account holder | $4,529 | $16,236-72.1% | $15,461-70.7% | $19,030-76.2% |