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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 | $25,207 | $202,342-87.5% | $172,753-85.4% | $152,909-83.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.13% | 1029.88%-1012.8pp | 803.00%-785.9pp | 345.46%-328.3pp |
| Employer contribution / active EE | $2,221 | $5,857-62.1% | $5,144-56.8% | $4,764-53.4% |
| Participant deferral / active EE | $1,321 | $5,948-77.8% | $5,198-74.6% | $5,851-77.4% |
| Admin fee / account holder | $4,019 | $17,112-76.5% | $13,956-71.2% | $11,601-65.4% |