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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 | $12,834 | $202,342-93.7% | $172,752-92.6% | $152,897-91.6% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 28.10% | 1029.83%-1001.7pp | 802.97%-774.9pp | 345.43%-317.3pp |
| Employer contribution / active EE | $2,045 | $5,858-65.1% | $5,144-60.3% | $4,764-57.1% |
| Participant deferral / active EE | $1,474 | $5,948-75.2% | $5,198-71.6% | $5,851-74.8% |
| Admin fee / account holder | $793 | $17,111-95.4% | $13,955-94.3% | $11,599-93.2% |