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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 | $12,311 | $184,000-93.3% | $162,185-92.4% | $152,909-91.9% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 21.60% | 150.80%-129.2pp | 115.61%-94.0pp | 345.46%-323.9pp |
| Employer contribution / active EE | $2,214 | $6,370-65.2% | $5,613-60.6% | $4,764-53.5% |
| Participant deferral / active EE | $805 | $8,033-90.0% | $7,297-89.0% | $5,851-86.2% |
| Admin fee / account holder | $2,901 | $13,124-77.9% | $10,844-73.2% | $11,601-75.0% |