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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 | $33,310 | $171,867-80.6% | $149,721-77.8% | $147,586-77.4% |
| Participation rate | 76.9% | 88.2%-11.3pp | 87.1%-10.1pp | 82.8%-5.9pp |
| Annual return | 14.48% | 2113.36%-2098.9pp | 1501.67%-1487.2pp | 578.59%-564.1pp |
| Employer contribution / active EE | $1,703 | $6,275-72.9% | $5,444-68.7% | $4,876-65.1% |
| Participant deferral / active EE | $2,516 | $7,270-65.4% | $6,568-61.7% | $5,439-53.7% |
| Admin fee / account holder | $1,403 | $13,799-89.8% | $11,282-87.6% | $10,886-87.1% |