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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 | $13,405 | $103,393-87.0% | $87,103-84.6% | $152,909-91.2% |
| Participation rate | 90.5% | 79.4%+11.1pp | 76.9%+13.6pp | 82.5%+8.0pp |
| Annual return | 161.11% | 28.10%+133.0pp | 28.19%+132.9pp | 345.46%-184.4pp |
| Employer contribution / active EE | $1,871 | $3,221-41.9% | $2,521-25.8% | $4,764-60.7% |
| Participant deferral / active EE | $1,216 | $4,778-74.6% | $4,049-70.0% | $5,851-79.2% |
| Admin fee / account holder | $972 | $12,195-92.0% | $7,491-87.0% | $11,601-91.6% |