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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 | $24,104 | $209,422-88.5% | $178,503-86.5% | $158,982-84.8% |
| Participation rate | 95.0% | 86.4%+8.6pp | 81.9%+13.1pp | 82.0%+13.0pp |
| Annual return | 17.50% | 188.81%-171.3pp | 151.12%-133.6pp | 302.99%-285.5pp |
| Employer contribution / active EE | $1,325 | $5,707-76.8% | $5,011-73.6% | $4,763-72.2% |
| Participant deferral / active EE | $1,961 | $5,955-67.1% | $5,202-62.3% | $5,983-67.2% |
| Admin fee / account holder | $1,233 | $17,079-92.8% | $13,987-91.2% | $11,252-89.0% |