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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 | $21,422 | $202,342-89.4% | $172,753-87.6% | $152,909-86.0% |
| Participation rate | 76.9% | 87.1%-10.1pp | 82.6%-5.7pp | 82.5%-5.5pp |
| Annual return | 13.87% | 1029.88%-1016.0pp | 803.00%-789.1pp | 345.46%-331.6pp |
| Employer contribution / active EE | $2,052 | $5,857-65.0% | $5,144-60.1% | $4,764-56.9% |
| Participant deferral / active EE | $1,014 | $5,948-82.9% | $5,198-80.5% | $5,851-82.7% |
| Admin fee / account holder | $1,104 | $17,112-93.5% | $13,956-92.1% | $11,601-90.5% |