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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 | $21,461 | $209,874-89.8% | $189,537-88.7% | $167,536-87.2% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 17.68% | 748.61%-730.9pp | 555.34%-537.7pp | 478.82%-461.1pp |
| Employer contribution / active EE | $2,643 | $6,913-61.8% | $6,161-57.1% | $4,839-45.4% |
| Participant deferral / active EE | $2,356 | $8,934-73.6% | $8,220-71.3% | $6,342-62.9% |
| Admin fee / account holder | $8,032 | $14,299-43.8% | $12,048-33.3% | $12,315-34.8% |