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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 | $20,380 | $180,459-88.7% | $154,108-86.8% | $135,380-84.9% |
| Participation rate | 86.7% | 87.4%-0.8pp | 83.0%+3.6pp | 82.6%+4.0pp |
| Annual return | 10.82% | 888.21%-877.4pp | 735.21%-724.4pp | 519.81%-509.0pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $653 | $5,806-88.7% | $5,081-87.1% | $5,609-88.4% |
| Admin fee / account holder | $1,446 | $16,145-91.0% | $13,411-89.2% | $10,828-86.6% |