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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 | $20,075 | $209,422-90.4% | $178,503-88.8% | $158,982-87.4% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 9.62% | 188.81%-179.2pp | 151.12%-141.5pp | 302.99%-293.4pp |
| Employer contribution / active EE | $1,430 | $5,707-74.9% | $5,011-71.5% | $4,763-70.0% |
| Participant deferral / active EE | $1,145 | $5,955-80.8% | $5,202-78.0% | $5,983-80.9% |
| Admin fee / account holder | $3,815 | $17,079-77.7% | $13,987-72.7% | $11,252-66.1% |