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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 | $30,749 | $183,988-83.3% | $162,177-81.0% | $152,897-79.9% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.5%+7.5pp |
| Annual return | 19.26% | 150.79%-131.5pp | 115.60%-96.3pp | 345.43%-326.2pp |
| Employer contribution / active EE | $2,102 | $6,370-67.0% | $5,613-62.5% | $4,764-55.9% |
| Participant deferral / active EE | $1,660 | $8,032-79.3% | $7,297-77.3% | $5,851-71.6% |
| Admin fee / account holder | $7,006 | $13,123-46.6% | $10,843-35.4% | $11,599-39.6% |