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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 | $12,413 | $176,105-93.0% | $159,474-92.2% | $167,536-92.6% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 17.93% | 331.91%-314.0pp | 263.68%-245.7pp | 478.82%-460.9pp |
| Employer contribution / active EE | $1,237 | $5,299-76.7% | $4,831-74.4% | $4,839-74.4% |
| Participant deferral / active EE | $1,949 | $7,751-74.9% | $7,353-73.5% | $6,342-69.3% |
| Admin fee / account holder | $1,822 | $12,559-85.5% | $10,802-83.1% | $12,315-85.2% |