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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 | $21,381 | $150,447-85.8% | $136,298-84.3% | $147,586-85.5% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 18.82% | 1049.15%-1030.3pp | 5156.27%-5137.4pp | 578.59%-559.8pp |
| Employer contribution / active EE | $1,449 | $5,256-72.4% | $4,696-69.1% | $4,876-70.3% |
| Participant deferral / active EE | $1,856 | $6,631-72.0% | $6,247-70.3% | $5,439-65.9% |
| Admin fee / account holder | $783 | $10,906-92.8% | $9,244-91.5% | $10,886-92.8% |