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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 | $32,939 | $183,978-82.1% | $162,171-79.7% | $152,885-78.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.83% | 150.78%-128.0pp | 115.60%-92.8pp | 345.39%-322.6pp |
| Employer contribution / active EE | $1,676 | $6,370-73.7% | $5,613-70.1% | $4,763-64.8% |
| Participant deferral / active EE | $1,657 | $8,033-79.4% | $7,297-77.3% | $5,851-71.7% |
| Admin fee / account holder | $723 | $13,122-94.5% | $10,843-93.3% | $11,598-93.8% |