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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 | $18,329 | $180,462-89.8% | $154,111-88.1% | $135,379-86.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 13.43% | 888.17%-874.7pp | 735.18%-721.7pp | 519.79%-506.4pp |
| Employer contribution / active EE | $1,972 | $6,036-67.3% | $5,298-62.8% | $4,779-58.7% |
| Participant deferral / active EE | $334 | $5,806-94.3% | $5,081-93.4% | $5,609-94.1% |
| Admin fee / account holder | $4,910 | $16,145-69.6% | $13,411-63.4% | $10,828-54.7% |