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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 | $16,302 | $160,028-89.8% | $147,080-88.9% | $145,884-88.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.30% | 98.60%-86.3pp | 420.17%-407.9pp | 551.85%-539.5pp |
| Employer contribution / active EE | $1,209 | $5,286-77.1% | $4,933-75.5% | $4,662-74.1% |
| Participant deferral / active EE | $1,209 | $8,422-85.6% | $8,066-85.0% | $6,690-81.9% |
| Admin fee / account holder | $1,518 | $15,030-89.9% | $12,989-88.3% | $13,392-88.7% |