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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 | $30,046 | $209,425-85.7% | $178,499-83.2% | $158,966-81.1% |
| Participation rate | 95.2% | 86.4%+8.9pp | 81.9%+13.3pp | 82.0%+13.3pp |
| Annual return | 32.57% | 188.80%-156.2pp | 151.10%-118.5pp | 302.95%-270.4pp |
| Employer contribution / active EE | $1,593 | $5,707-72.1% | $5,011-68.2% | $4,762-66.6% |
| Participant deferral / active EE | $1,935 | $5,955-67.5% | $5,202-62.8% | $5,983-67.7% |
| Admin fee / account holder | $546 | $17,078-96.8% | $13,986-96.1% | $11,250-95.1% |