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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 | $20,214 | $176,120-88.5% | $159,487-87.3% | $167,553-87.9% |
| Participation rate | 94.4% | 85.0%+9.5pp | 82.8%+11.6pp | 82.1%+12.3pp |
| Annual return | 14.77% | 331.95%-317.2pp | 263.71%-248.9pp | 478.89%-464.1pp |
| Employer contribution / active EE | $3,952 | $5,299-25.4% | $4,831-18.2% | $4,840-18.3% |
| Participant deferral / active EE | $2,318 | $7,752-70.1% | $7,354-68.5% | $6,343-63.5% |
| Admin fee / account holder | $1,131 | $12,561-91.0% | $10,804-89.5% | $12,316-90.8% |