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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 | $19,981 | $201,372-90.1% | $184,260-89.2% | $145,884-86.3% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 94.63% | 29.04%+65.6pp | 28.84%+65.8pp | 551.85%-457.2pp |
| Employer contribution / active EE | $2,194 | $7,024-68.8% | $6,427-65.9% | $4,662-52.9% |
| Participant deferral / active EE | $3,047 | $9,808-68.9% | $9,133-66.6% | $6,690-54.5% |
| Admin fee / account holder | $944 | $16,362-94.2% | $13,898-93.2% | $13,392-93.0% |