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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 | $13,075 | $160,070-91.8% | $147,117-91.1% | $145,897-91.0% |
| Participation rate | 73.7% | 84.0%-10.3pp | 82.2%-8.5pp | 80.3%-6.6pp |
| Annual return | 14.38% | 98.69%-84.3pp | 420.54%-406.2pp | 552.29%-537.9pp |
| Employer contribution / active EE | $1,935 | $5,285-63.4% | $4,932-60.8% | $4,663-58.5% |
| Participant deferral / active EE | $2,435 | $8,419-71.1% | $8,065-69.8% | $6,689-63.6% |
| Admin fee / account holder | $1,195 | $15,035-92.1% | $12,993-90.8% | $13,390-91.1% |