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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 | $13,177 | $176,077-92.5% | $159,455-91.7% | $167,518-92.1% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 16.34% | 331.83%-315.5pp | 263.63%-247.3pp | 478.71%-462.4pp |
| Employer contribution / active EE | $1,417 | $5,298-73.3% | $4,830-70.7% | $4,838-70.7% |
| Participant deferral / active EE | $1,946 | $7,751-74.9% | $7,353-73.5% | $6,342-69.3% |
| Admin fee / account holder | $2,061 | $12,556-83.6% | $10,800-80.9% | $12,312-83.3% |