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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 | $26,131 | $202,342-87.1% | $172,752-84.9% | $152,897-82.9% |
| Participation rate | 76.2% | 87.1%-10.9pp | 82.6%-6.5pp | 82.5%-6.3pp |
| Annual return | 14.52% | 1029.83%-1015.3pp | 802.97%-788.5pp | 345.43%-330.9pp |
| Employer contribution / active EE | $1,331 | $5,858-77.3% | $5,144-74.1% | $4,764-72.1% |
| Participant deferral / active EE | $869 | $5,948-85.4% | $5,198-83.3% | $5,851-85.2% |
| Admin fee / account holder | $7,303 | $17,111-57.3% | $13,955-47.7% | $11,599-37.0% |