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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 | $21,433 | $171,492-87.5% | $150,734-85.8% | $198,609-89.2% |
| Participation rate | 90.5% | 81.4%+9.1pp | 78.4%+12.0pp | 82.4%+8.1pp |
| Annual return | 18.60% | 804.70%-786.1pp | 600.81%-582.2pp | 202.70%-184.1pp |
| Employer contribution / active EE | $18,689 | $5,470+241.7% | $4,918+280.0% | $5,055+269.7% |
| Participant deferral / active EE | $2,490 | $6,259-60.2% | $5,610-55.6% | $6,977-64.3% |
| Admin fee / account holder | $4,428 | $17,628-74.9% | $14,905-70.3% | $19,030-76.7% |