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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 | $15,043 | $209,422-92.8% | $178,503-91.6% | $158,982-90.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.26% | 188.81%-176.6pp | 151.12%-138.9pp | 302.99%-290.7pp |
| Employer contribution / active EE | $1,887 | $5,707-66.9% | $5,011-62.3% | $4,763-60.4% |
| Participant deferral / active EE | $1,480 | $5,955-75.1% | $5,202-71.5% | $5,983-75.3% |
| Admin fee / account holder | $493 | $17,079-97.1% | $13,987-96.5% | $11,252-95.6% |