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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 | $16,104 | $185,883-91.3% | $170,043-90.5% | $139,466-88.5% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 19.67% | 60.54%-40.9pp | 53.40%-33.7pp | 373.66%-354.0pp |
| Employer contribution / active EE | $7,844 | $7,596+3.3% | $6,790+15.5% | $4,754+65.0% |
| Participant deferral / active EE | $240 | $11,626-97.9% | $10,410-97.7% | $6,712-96.4% |
| Admin fee / account holder | $477 | $15,393-96.9% | $12,824-96.3% | $11,409-95.8% |