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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 | $20,965 | $209,422-90.0% | $178,503-88.3% | $158,982-86.8% |
| Participation rate | 93.3% | 86.4%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 12.41% | 188.81%-176.4pp | 151.12%-138.7pp | 302.99%-290.6pp |
| Employer contribution / active EE | $1,571 | $5,707-72.5% | $5,011-68.7% | $4,763-67.0% |
| Participant deferral / active EE | $1,934 | $5,955-67.5% | $5,202-62.8% | $5,983-67.7% |
| Admin fee / account holder | $19,002 | $17,079+11.3% | $13,987+35.9% | $11,252+68.9% |