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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 | $22,860 | $209,888-89.1% | $189,545-87.9% | $167,553-86.4% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 19.45% | 748.66%-729.2pp | 555.36%-535.9pp | 478.89%-459.4pp |
| Employer contribution / active EE | $1,818 | $6,915-73.7% | $6,162-70.5% | $4,840-62.4% |
| Participant deferral / active EE | $3,078 | $8,934-65.6% | $8,220-62.6% | $6,343-51.5% |
| Admin fee / account holder | $3,034 | $14,300-78.8% | $12,049-74.8% | $12,316-75.4% |