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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 | $18,550 | $198,462-90.7% | $170,439-89.1% | $147,585-87.4% |
| Participation rate | 77.3% | 88.0%-10.7pp | 83.6%-6.3pp | 82.8%-5.6pp |
| Annual return | 10.93% | 257.30%-246.4pp | 205.94%-195.0pp | 578.58%-567.7pp |
| Employer contribution / active EE | $4,715 | $6,184-23.7% | $5,433-13.2% | $4,876-3.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,572 | $16,852-90.7% | $13,881-88.7% | $10,886-85.6% |