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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 | $23,325 | $202,342-88.5% | $172,753-86.5% | $152,909-84.7% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 22.11% | 1029.88%-1007.8pp | 803.00%-780.9pp | 345.46%-323.4pp |
| Employer contribution / active EE | $1,944 | $5,857-66.8% | $5,144-62.2% | $4,764-59.2% |
| Participant deferral / active EE | $1,190 | $5,948-80.0% | $5,198-77.1% | $5,851-79.7% |
| Admin fee / account holder | $637 | $17,112-96.3% | $13,956-95.4% | $11,601-94.5% |