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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 | $12,277 | $150,447-91.8% | $136,298-91.0% | $147,586-91.7% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 22.80% | 1049.15%-1026.4pp | 5156.27%-5133.5pp | 578.59%-555.8pp |
| Employer contribution / active EE | $1,014 | $5,256-80.7% | $4,696-78.4% | $4,876-79.2% |
| Participant deferral / active EE | $1,865 | $6,631-71.9% | $6,247-70.2% | $5,439-65.7% |
| Admin fee / account holder | $1,462 | $10,906-86.6% | $9,244-84.2% | $10,886-86.6% |