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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 | $15,749 | $160,028-90.2% | $147,080-89.3% | $145,884-89.2% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-7.0pp |
| Annual return | 10.52% | 98.60%-88.1pp | 420.17%-409.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,115 | $5,286-78.9% | $4,933-77.4% | $4,662-76.1% |
| Participant deferral / active EE | $2,314 | $8,422-72.5% | $8,066-71.3% | $6,690-65.4% |
| Admin fee / account holder | $2,972 | $15,030-80.2% | $12,989-77.1% | $13,392-77.8% |