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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 | $16,984 | $175,259-90.3% | $149,723-88.7% | $139,487-87.8% |
| Participation rate | 95.5% | 83.4%+12.1pp | 78.8%+16.7pp | 80.3%+15.1pp |
| Annual return | 20.05% | 166.82%-146.8pp | 134.50%-114.4pp | 373.84%-353.8pp |
| Employer contribution / active EE | $1,302 | $5,478-76.2% | $4,821-73.0% | $4,755-72.6% |
| Participant deferral / active EE | $645 | $6,522-90.1% | $5,682-88.6% | $6,713-90.4% |
| Admin fee / account holder | $876 | $16,158-94.6% | $13,215-93.4% | $11,407-92.3% |