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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 | $24,727 | $202,342-87.8% | $172,752-85.7% | $152,897-83.8% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 16.74% | 1029.83%-1013.1pp | 802.97%-786.2pp | 345.43%-328.7pp |
| Employer contribution / active EE | $4,205 | $5,858-28.2% | $5,144-18.3% | $4,764-11.7% |
| Participant deferral / active EE | $325 | $5,948-94.5% | $5,198-93.7% | $5,851-94.4% |
| Admin fee / account holder | $538 | $17,111-96.9% | $13,955-96.1% | $11,599-95.4% |