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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 | $14,194 | $184,000-92.3% | $162,185-91.2% | $152,909-90.7% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 14.85% | 150.80%-135.9pp | 115.61%-100.8pp | 345.46%-330.6pp |
| Employer contribution / active EE | $1,626 | $6,370-74.5% | $5,613-71.0% | $4,764-65.9% |
| Participant deferral / active EE | $2,518 | $8,033-68.6% | $7,297-65.5% | $5,851-57.0% |
| Admin fee / account holder | $5,042 | $13,124-61.6% | $10,844-53.5% | $11,601-56.5% |