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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 | $11,572 | $209,425-94.5% | $178,499-93.5% | $158,966-92.7% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 68.25% | 188.80%-120.5pp | 151.10%-82.9pp | 302.95%-234.7pp |
| Employer contribution / active EE | $1,339 | $5,707-76.5% | $5,011-73.3% | $4,762-71.9% |
| Participant deferral / active EE | $1,760 | $5,955-70.4% | $5,202-66.2% | $5,983-70.6% |
| Admin fee / account holder | $618 | $17,078-96.4% | $13,986-95.6% | $11,250-94.5% |