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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 | $225,673-98.8% | $203,872-98.7% | $155,188-98.3% |
| Participation rate | 72.7% | 80.3%-7.6pp | 77.8%-5.1pp | 80.8%-8.1pp |
| Annual return | 23.65% | 95.91%-72.3pp | 85.11%-61.5pp | 148.84%-125.2pp |
| Employer contribution / active EE | $803 | $4,099-80.4% | $3,757-78.6% | $4,248-81.1% |
| Participant deferral / active EE | $1,012 | $6,893-85.3% | $6,388-84.2% | $6,531-84.5% |
| Admin fee / account holder | $1,189 | $12,327-90.4% | $11,730-89.9% | $14,480-91.8% |