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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 | $20,835 | $184,000-88.7% | $162,185-87.2% | $152,909-86.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.88% | 150.80%-126.9pp | 115.61%-91.7pp | 345.46%-321.6pp |
| Employer contribution / active EE | $1,828 | $6,370-71.3% | $5,613-67.4% | $4,764-61.6% |
| Participant deferral / active EE | $1,600 | $8,033-80.1% | $7,297-78.1% | $5,851-72.7% |
| Admin fee / account holder | $643 | $13,124-95.1% | $10,844-94.1% | $11,601-94.5% |