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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 | $28,462 | $209,422-86.4% | $178,503-84.1% | $158,982-82.1% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 8.89% | 188.81%-179.9pp | 151.12%-142.2pp | 302.99%-294.1pp |
| Employer contribution / active EE | $2,444 | $5,707-57.2% | $5,011-51.2% | $4,763-48.7% |
| Participant deferral / active EE | $1,327 | $5,955-77.7% | $5,202-74.5% | $5,983-77.8% |
| Admin fee / account holder | $542 | $17,079-96.8% | $13,987-96.1% | $11,252-95.2% |