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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 | $134,817-95.9% | $123,973-95.5% | $155,188-96.4% |
| Participation rate | 81.0% | 79.4%+1.6pp | 76.7%+4.3pp | 80.8%+0.1pp |
| Annual return | 34.88% | 515.49%-480.6pp | 388.13%-353.2pp | 148.84%-114.0pp |
| Employer contribution / active EE | $959 | $4,425-78.3% | $4,126-76.8% | $4,248-77.4% |
| Participant deferral / active EE | $1,621 | $5,706-71.6% | $5,247-69.1% | $6,531-75.2% |
| Admin fee / account holder | $2,953 | $13,245-77.7% | $11,799-75.0% | $14,480-79.6% |