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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 | $10,604 | $176,105-94.0% | $159,474-93.4% | $167,536-93.7% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 20.15% | 331.91%-311.8pp | 263.68%-243.5pp | 478.82%-458.7pp |
| Employer contribution / active EE | $2,551 | $5,299-51.9% | $4,831-47.2% | $4,839-47.3% |
| Participant deferral / active EE | $1,270 | $7,751-83.6% | $7,353-82.7% | $6,342-80.0% |
| Admin fee / account holder | $409 | $12,559-96.7% | $10,802-96.2% | $12,315-96.7% |