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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 | $21,147 | $209,428-89.9% | $178,498-88.2% | $158,950-86.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.89% | 188.78%-179.9pp | 151.09%-142.2pp | 302.91%-294.0pp |
| Employer contribution / active EE | $1,942 | $5,707-66.0% | $5,011-61.2% | $4,762-59.2% |
| Participant deferral / active EE | $1,394 | $5,955-76.6% | $5,202-73.2% | $5,983-76.7% |
| Admin fee / account holder | $729 | $17,077-95.7% | $13,985-94.8% | $11,248-93.5% |