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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 | $12,377 | $176,105-93.0% | $159,474-92.2% | $167,536-92.6% |
| Participation rate | 78.6% | 85.0%-6.4pp | 82.8%-4.3pp | 82.1%-3.5pp |
| Annual return | 29.03% | 331.91%-302.9pp | 263.68%-234.7pp | 478.82%-449.8pp |
| Employer contribution / active EE | $7,761 | $5,299+46.5% | $4,831+60.7% | $4,839+60.4% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $693 | $12,559-94.5% | $10,802-93.6% | $12,315-94.4% |