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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 | $30,408 | $202,342-85.0% | $172,752-82.4% | $152,897-80.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.81% | 1029.83%-1007.0pp | 802.97%-780.2pp | 345.43%-322.6pp |
| Employer contribution / active EE | $1,679 | $5,858-71.3% | $5,144-67.4% | $4,764-64.8% |
| Participant deferral / active EE | $1,520 | $5,948-74.5% | $5,198-70.8% | $5,851-74.0% |
| Admin fee / account holder | $2,296 | $17,111-86.6% | $13,955-83.5% | $11,599-80.2% |