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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 | $19,833 | $209,422-90.5% | $178,503-88.9% | $158,982-87.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.48% | 188.81%-178.3pp | 151.12%-140.6pp | 302.99%-292.5pp |
| Employer contribution / active EE | $2,196 | $5,707-61.5% | $5,011-56.2% | $4,763-53.9% |
| Participant deferral / active EE | $1,223 | $5,955-79.5% | $5,202-76.5% | $5,983-79.6% |
| Admin fee / account holder | $5,387 | $17,079-68.5% | $13,987-61.5% | $11,252-52.1% |