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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 | $12,948 | $176,120-92.6% | $159,487-91.9% | $167,553-92.3% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 53.21% | 331.95%-278.7pp | 263.71%-210.5pp | 478.89%-425.7pp |
| Employer contribution / active EE | $1,534 | $5,299-71.1% | $4,831-68.3% | $4,840-68.3% |
| Participant deferral / active EE | $1,785 | $7,752-77.0% | $7,354-75.7% | $6,343-71.9% |
| Admin fee / account holder | $631 | $12,561-95.0% | $10,804-94.2% | $12,316-94.9% |