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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 | $19,560 | $180,466-89.2% | $154,114-87.3% | $135,382-85.6% |
| Participation rate | 82.6% | 87.4%-4.8pp | 83.0%-0.4pp | 82.6%0pp |
| Annual return | 10.79% | 888.15%-877.4pp | 735.16%-724.4pp | 519.77%-509.0pp |
| Employer contribution / active EE | $1,947 | $6,035-67.7% | $5,298-63.3% | $4,779-59.3% |
| Participant deferral / active EE | $1,688 | $5,806-70.9% | $5,081-66.8% | $5,609-69.9% |
| Admin fee / account holder | $779 | $16,144-95.2% | $13,411-94.2% | $10,829-92.8% |