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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 | $13,347 | $217,392-93.9% | $185,818-92.8% | $167,497-92.0% |
| Participation rate | 92.3% | 86.0%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 13.94% | 148.37%-134.4pp | 122.06%-108.1pp | 478.62%-464.7pp |
| Employer contribution / active EE | $1,484 | $5,873-74.7% | $5,168-71.3% | $4,838-69.3% |
| Participant deferral / active EE | $849 | $6,357-86.6% | $5,568-84.7% | $6,341-86.6% |
| Admin fee / account holder | $975 | $19,813-95.1% | $16,239-94.0% | $12,310-92.1% |