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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 | $27,848 | $209,425-86.7% | $178,499-84.4% | $158,966-82.5% |
| Participation rate | 90.9% | 86.4%+4.6pp | 81.9%+9.0pp | 82.0%+8.9pp |
| Annual return | 21.19% | 188.80%-167.6pp | 151.10%-129.9pp | 302.95%-281.8pp |
| Employer contribution / active EE | $2,336 | $5,707-59.1% | $5,011-53.4% | $4,762-50.9% |
| Participant deferral / active EE | $1,041 | $5,955-82.5% | $5,202-80.0% | $5,983-82.6% |
| Admin fee / account holder | $381 | $17,078-97.8% | $13,986-97.3% | $11,250-96.6% |