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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 | $3,185 | $107,363-97.0% | $92,909-96.6% | $152,897-97.9% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 17.70% | 145.63%-127.9pp | 109.44%-91.7pp | 345.43%-327.7pp |
| Employer contribution / active EE | $1,089 | $4,222-74.2% | $3,653-70.2% | $4,764-77.1% |
| Participant deferral / active EE | $765 | $4,848-84.2% | $4,238-81.9% | $5,851-86.9% |
| Admin fee / account holder | $1,307 | $7,082-81.5% | $5,795-77.4% | $11,599-88.7% |