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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 | $18,729 | $196,972-90.5% | $182,262-89.7% | $198,609-90.6% |
| Participation rate | 91.7% | 85.7%+6.0pp | 84.2%+7.5pp | 82.4%+9.3pp |
| Annual return | 20.92% | 158.27%-137.4pp | 140.60%-119.7pp | 202.70%-181.8pp |
| Employer contribution / active EE | $2,071 | $5,364-61.4% | $5,046-59.0% | $5,055-59.0% |
| Participant deferral / active EE | $2,531 | $8,643-70.7% | $8,276-69.4% | $6,977-63.7% |
| Admin fee / account holder | $484 | $18,429-97.4% | $16,712-97.1% | $19,030-97.5% |