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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 | $17,954 | $202,345-91.1% | $172,755-89.6% | $152,885-88.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.01% | 1029.77%-1011.8pp | 802.94%-784.9pp | 345.39%-327.4pp |
| Employer contribution / active EE | $1,943 | $5,858-66.8% | $5,144-62.2% | $4,763-59.2% |
| Participant deferral / active EE | $2,072 | $5,948-65.2% | $5,198-60.1% | $5,851-64.6% |
| Admin fee / account holder | $4,877 | $17,111-71.5% | $13,955-65.1% | $11,598-58.0% |