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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 | $24,155 | $209,422-88.5% | $178,503-86.5% | $158,982-84.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.79% | 188.81%-171.0pp | 151.12%-133.3pp | 302.99%-285.2pp |
| Employer contribution / active EE | $1,292 | $5,707-77.4% | $5,011-74.2% | $4,763-72.9% |
| Participant deferral / active EE | $1,668 | $5,955-72.0% | $5,202-67.9% | $5,983-72.1% |
| Admin fee / account holder | $1,116 | $17,079-93.5% | $13,987-92.0% | $11,252-90.1% |