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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 | $20,754 | $202,342-89.7% | $172,753-88.0% | $152,909-86.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.16% | 1029.88%-1015.7pp | 803.00%-788.8pp | 345.46%-331.3pp |
| Employer contribution / active EE | $5,091 | $5,857-13.1% | $5,144-1.0% | $4,764+6.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,356 | $17,112-80.4% | $13,956-76.0% | $11,601-71.1% |