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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 | $23,894 | $209,425-88.6% | $178,499-86.6% | $158,966-85.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 30.35% | 188.80%-158.4pp | 151.10%-120.8pp | 302.95%-272.6pp |
| Employer contribution / active EE | $2,881 | $5,707-49.5% | $5,011-42.5% | $4,762-39.5% |
| Participant deferral / active EE | $578 | $5,955-90.3% | $5,202-88.9% | $5,983-90.3% |
| Admin fee / account holder | $6,417 | $17,078-62.4% | $13,986-54.1% | $11,250-43.0% |