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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 | $19,543 | $202,345-90.3% | $172,755-88.7% | $152,885-87.2% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.5%-0.6pp |
| Annual return | 20.60% | 1029.77%-1009.2pp | 802.94%-782.3pp | 345.39%-324.8pp |
| Employer contribution / active EE | $1,362 | $5,858-76.8% | $5,144-73.5% | $4,763-71.4% |
| Participant deferral / active EE | $1,935 | $5,948-67.5% | $5,198-62.8% | $5,851-66.9% |
| Admin fee / account holder | $967 | $17,111-94.3% | $13,955-93.1% | $11,598-91.7% |