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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 | $13,536 | $202,345-93.3% | $172,755-92.2% | $152,885-91.1% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.5%-4.7pp |
| Annual return | 31.79% | 1029.77%-998.0pp | 802.94%-771.2pp | 345.39%-313.6pp |
| Employer contribution / active EE | $1,305 | $5,858-77.7% | $5,144-74.6% | $4,763-72.6% |
| Participant deferral / active EE | $1,406 | $5,948-76.4% | $5,198-73.0% | $5,851-76.0% |
| Admin fee / account holder | $660 | $17,111-96.1% | $13,955-95.3% | $11,598-94.3% |