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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 | $20,237 | $68,412-70.4% | $94,679-78.6% | $75,181-73.1% |
| Participation rate | 97.6% | 76.1%+21.5pp | 80.8%+16.8pp | 67.2%+30.4pp |
| Annual return | 18.47% | 616.91%-598.4pp | 156.75%-138.3pp | 160.69%-142.2pp |
| Employer contribution / active EE | $2,962 | $2,701+9.7% | $3,673-19.4% | $2,671+10.9% |
| Participant deferral / active EE | $2,477 | $6,537-62.1% | $7,417-66.6% | $4,126-40.0% |
| Admin fee / account holder | $1,972 | $5,326-63.0% | $7,233-72.7% | $5,650-65.1% |