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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 | $5,560 | $129,737-95.7% | $119,126-95.3% | $154,746-96.4% |
| Participation rate | 81.0% | 78.9%+2.1pp | 75.8%+5.2pp | 80.7%+0.3pp |
| Annual return | 34.88% | 379.08%-344.2pp | 282.11%-247.2pp | 172.34%-137.5pp |
| Employer contribution / active EE | $959 | $4,375-78.1% | $4,034-76.2% | $4,379-78.1% |
| Participant deferral / active EE | $1,621 | $5,842-72.2% | $5,318-69.5% | $6,730-75.9% |
| Admin fee / account holder | $2,953 | $11,961-75.3% | $10,693-72.4% | $14,365-79.4% |