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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 | $24,648 | $180,459-86.3% | $154,108-84.0% | $135,380-81.8% |
| Participation rate | 94.7% | 87.4%+7.3pp | 83.0%+11.7pp | 82.6%+12.1pp |
| Annual return | 7.45% | 888.21%-880.8pp | 735.21%-727.8pp | 519.81%-512.4pp |
| Employer contribution / active EE | $2,783 | $6,035-53.9% | $5,298-47.5% | $4,779-41.8% |
| Participant deferral / active EE | $1,768 | $5,806-69.6% | $5,081-65.2% | $5,609-68.5% |
| Admin fee / account holder | $5,177 | $16,145-67.9% | $13,411-61.4% | $10,828-52.2% |