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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 | $14,105 | $198,457-92.9% | $170,435-91.7% | $147,586-90.4% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 15.17% | 257.30%-242.1pp | 205.94%-190.8pp | 578.59%-563.4pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,832 | $5,629-67.5% | $4,939-62.9% | $5,439-66.3% |
| Admin fee / account holder | $1,177 | $16,852-93.0% | $13,881-91.5% | $10,886-89.2% |