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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 | $22,434 | $183,968-87.8% | $162,166-86.2% | $152,870-85.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.37% | 150.77%-130.4pp | 115.59%-95.2pp | 345.34%-325.0pp |
| Employer contribution / active EE | $1,695 | $6,371-73.4% | $5,614-69.8% | $4,763-64.4% |
| Participant deferral / active EE | $1,707 | $8,034-78.8% | $7,298-76.6% | $5,850-70.8% |
| Admin fee / account holder | $1,835 | $13,121-86.0% | $10,842-83.1% | $11,597-84.2% |