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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 | $15,436 | $202,342-92.4% | $172,753-91.1% | $152,909-89.9% |
| Participation rate | 82.4% | 87.1%-4.7pp | 82.6%-0.3pp | 82.5%-0.1pp |
| Annual return | 37.74% | 1029.88%-992.1pp | 803.00%-765.3pp | 345.46%-307.7pp |
| Employer contribution / active EE | $3,002 | $5,857-48.8% | $5,144-41.6% | $4,764-37.0% |
| Participant deferral / active EE | $1,500 | $5,948-74.8% | $5,198-71.1% | $5,851-74.4% |
| Admin fee / account holder | $1,228 | $17,112-92.8% | $13,956-91.2% | $11,601-89.4% |