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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 | $8,307 | $227,399-96.3% | $189,758-95.6% | $198,609-95.8% |
| Participation rate | 93.8% | 84.0%+9.7pp | 79.8%+14.0pp | 82.4%+11.4pp |
| Annual return | 19.83% | 61.03%-41.2pp | 52.62%-32.8pp | 202.70%-182.9pp |
| Employer contribution / active EE | $1,776 | $5,526-67.9% | $4,767-62.7% | $5,055-64.9% |
| Participant deferral / active EE | $2,769 | $6,837-59.5% | $5,856-52.7% | $6,977-60.3% |
| Admin fee / account holder | $1,242 | $25,162-95.1% | $20,388-93.9% | $19,030-93.5% |