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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 | $19,244 | $198,457-90.3% | $170,435-88.7% | $147,586-87.0% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 24.65% | 257.30%-232.7pp | 205.94%-181.3pp | 578.59%-553.9pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,700 | $5,629-69.8% | $4,939-65.6% | $5,439-68.7% |
| Admin fee / account holder | $387 | $16,852-97.7% | $13,881-97.2% | $10,886-96.4% |