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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 | $24,130 | $183,988-86.9% | $162,177-85.1% | $152,897-84.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 19.07% | 150.79%-131.7pp | 115.60%-96.5pp | 345.43%-326.4pp |
| Employer contribution / active EE | $1,438 | $6,370-77.4% | $5,613-74.4% | $4,764-69.8% |
| Participant deferral / active EE | $250 | $8,032-96.9% | $7,297-96.6% | $5,851-95.7% |
| Admin fee / account holder | $597 | $13,123-95.5% | $10,843-94.5% | $11,599-94.9% |