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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 | $15,272 | $166,131-90.8% | $164,975-90.7% | $145,877-89.5% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.6%-8.0pp | 80.3%-9.7pp |
| Annual return | 42.11% | 100.37%-58.3pp | 70.12%-28.0pp | 551.28%-509.2pp |
| Employer contribution / active EE | $1,167 | $5,276-77.9% | $4,343-73.1% | $4,663-75.0% |
| Participant deferral / active EE | $1,644 | $6,962-76.4% | $6,033-72.8% | $6,691-75.4% |
| Admin fee / account holder | $11,995 | $16,648-27.9% | $12,688-5.5% | $13,402-10.5% |