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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 | $21,658 | $150,447-85.6% | $136,298-84.1% | $147,586-85.3% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 20.78% | 1049.15%-1028.4pp | 5156.27%-5135.5pp | 578.59%-557.8pp |
| Employer contribution / active EE | $1,007 | $5,256-80.8% | $4,696-78.5% | $4,876-79.3% |
| Participant deferral / active EE | $1,153 | $6,631-82.6% | $6,247-81.5% | $5,439-78.8% |
| Admin fee / account holder | $378 | $10,906-96.5% | $9,244-95.9% | $10,886-96.5% |