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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 | $15,201 | $148,582-89.8% | $135,942-88.8% | $139,456-89.1% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 127.70% | 79.26%+48.4pp | 68.28%+59.4pp | 373.45%-245.8pp |
| Employer contribution / active EE | $2,008 | $5,245-61.7% | $4,858-58.7% | $4,753-57.8% |
| Participant deferral / active EE | $2,150 | $8,101-73.5% | $7,759-72.3% | $6,711-68.0% |
| Admin fee / account holder | $2,158 | $12,402-82.6% | $10,764-80.0% | $11,407-81.1% |