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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 | $12,156 | $165,361-92.6% | $149,715-91.9% | $158,950-92.4% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 113.38% | 348.24%-234.9pp | 276.66%-163.3pp | 302.91%-189.5pp |
| Employer contribution / active EE | $1,187 | $5,103-76.7% | $4,645-74.4% | $4,762-75.1% |
| Participant deferral / active EE | $2,135 | $7,182-70.3% | $6,842-68.8% | $5,983-64.3% |
| Admin fee / account holder | $508 | $10,808-95.3% | $9,310-94.5% | $11,248-95.5% |