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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 | $9,607 | $209,425-95.4% | $178,499-94.6% | $158,966-94.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.98% | 188.80%-173.8pp | 151.10%-136.1pp | 302.95%-288.0pp |
| Employer contribution / active EE | $1,477 | $5,707-74.1% | $5,011-70.5% | $4,762-69.0% |
| Participant deferral / active EE | $1,969 | $5,955-66.9% | $5,202-62.2% | $5,983-67.1% |
| Admin fee / account holder | $555 | $17,078-96.8% | $13,986-96.0% | $11,250-95.1% |