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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 | $8,384 | $160,040-94.8% | $147,096-94.3% | $145,877-94.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 11.60% | 98.49%-86.9pp | 419.75%-408.1pp | 551.28%-539.7pp |
| Employer contribution / active EE | $1,345 | $5,289-74.6% | $4,936-72.8% | $4,663-71.2% |
| Participant deferral / active EE | $1,493 | $8,429-82.3% | $8,071-81.5% | $6,691-77.7% |
| Admin fee / account holder | $962 | $15,050-93.6% | $13,005-92.6% | $13,402-92.8% |