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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 | $17,083 | $209,422-91.8% | $178,503-90.4% | $158,982-89.3% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 14.55% | 188.81%-174.3pp | 151.12%-136.6pp | 302.99%-288.4pp |
| Employer contribution / active EE | $1,754 | $5,707-69.3% | $5,011-65.0% | $4,763-63.2% |
| Participant deferral / active EE | $1,936 | $5,955-67.5% | $5,202-62.8% | $5,983-67.6% |
| Admin fee / account holder | $1,285 | $17,079-92.5% | $13,987-90.8% | $11,252-88.6% |