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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 | $16,928 | $160,070-89.4% | $147,117-88.5% | $145,897-88.4% |
| Participation rate | 78.6% | 84.0%-5.5pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 13.93% | 98.69%-84.8pp | 420.54%-406.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $3,629 | $5,285-31.3% | $4,932-26.4% | $4,663-22.2% |
| Participant deferral / active EE | $2,243 | $8,419-73.4% | $8,065-72.2% | $6,689-66.5% |
| Admin fee / account holder | $356 | $15,035-97.6% | $12,993-97.3% | $13,390-97.3% |