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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 | $2,607 | $208,088-98.7% | $186,193-98.6% | $154,746-98.3% |
| Participation rate | 72.7% | 80.0%-7.3pp | 77.1%-4.4pp | 80.7%-8.0pp |
| Annual return | 23.65% | 89.97%-66.3pp | 78.03%-54.4pp | 172.34%-148.7pp |
| Employer contribution / active EE | $803 | $4,340-81.5% | $3,918-79.5% | $4,379-81.7% |
| Participant deferral / active EE | $1,012 | $7,078-85.7% | $6,513-84.5% | $6,730-85.0% |
| Admin fee / account holder | $1,189 | $11,698-89.8% | $11,058-89.3% | $14,365-91.7% |