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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 | $21,383 | $168,636-87.3% | $147,618-85.5% | $125,388-82.9% |
| Participation rate | 95.2% | 88.8%+6.5pp | 84.6%+10.6pp | 83.2%+12.0pp |
| Annual return | -0.05% | 77.65%-77.7pp | 61.98%-62.0pp | 282.24%-282.3pp |
| Employer contribution / active EE | $1,308 | $6,252-79.1% | $5,565-76.5% | $4,866-73.1% |
| Participant deferral / active EE | $1,417 | $5,507-74.3% | $4,895-71.0% | $5,352-73.5% |
| Admin fee / account holder | $10,304 | $13,580-24.1% | $11,612-11.3% | $9,541+8.0% |