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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 | $11,201 | $180,459-93.8% | $154,108-92.7% | $135,380-91.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 24.44% | 888.21%-863.8pp | 735.21%-710.8pp | 519.81%-495.4pp |
| Employer contribution / active EE | $3,452 | $6,035-42.8% | $5,298-34.8% | $4,779-27.8% |
| Participant deferral / active EE | $537 | $5,806-90.8% | $5,081-89.4% | $5,609-90.4% |
| Admin fee / account holder | $2,845 | $16,145-82.4% | $13,411-78.8% | $10,828-73.7% |