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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 | $22,706 | $202,342-88.8% | $172,752-86.9% | $152,897-85.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.12% | 1029.83%-1007.7pp | 802.97%-780.8pp | 345.43%-323.3pp |
| Employer contribution / active EE | $1,492 | $5,858-74.5% | $5,144-71.0% | $4,764-68.7% |
| Participant deferral / active EE | $2,051 | $5,948-65.5% | $5,198-60.5% | $5,851-64.9% |
| Admin fee / account holder | $1,238 | $17,111-92.8% | $13,955-91.1% | $11,599-89.3% |