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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 | $12,821 | $138,114-90.7% | $125,391-89.8% | $134,545-90.5% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | 4.22% | 750.88%-746.7pp | 572.41%-568.2pp | 418.37%-414.1pp |
| Employer contribution / active EE | $1,386 | $5,246-73.6% | $4,816-71.2% | $4,742-70.8% |
| Participant deferral / active EE | $2,425 | $7,801-68.9% | $7,448-67.4% | $6,401-62.1% |
| Admin fee / account holder | $15,255 | $11,570+31.8% | $10,009+52.4% | $11,431+33.5% |