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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 | $30,723 | $171,492-82.1% | $150,734-79.6% | $198,609-84.5% |
| Participation rate | 80.0% | 81.4%-1.4pp | 78.4%+1.6pp | 82.4%-2.4pp |
| Annual return | 28.58% | 804.70%-776.1pp | 600.81%-572.2pp | 202.70%-174.1pp |
| Employer contribution / active EE | $4,835 | $5,470-11.6% | $4,918-1.7% | $5,055-4.4% |
| Participant deferral / active EE | $2,208 | $6,259-64.7% | $5,610-60.6% | $6,977-68.4% |
| Admin fee / account holder | $423 | $17,628-97.6% | $14,905-97.2% | $19,030-97.8% |