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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 | $13,573 | $202,342-93.3% | $172,753-92.1% | $152,909-91.1% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 18.65% | 1029.88%-1011.2pp | 803.00%-784.4pp | 345.46%-326.8pp |
| Employer contribution / active EE | $1,803 | $5,857-69.2% | $5,144-64.9% | $4,764-62.2% |
| Participant deferral / active EE | $520 | $5,948-91.3% | $5,198-90.0% | $5,851-91.1% |
| Admin fee / account holder | $6,430 | $17,112-62.4% | $13,956-53.9% | $11,601-44.6% |