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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 | $22,601 | $184,000-87.7% | $162,185-86.1% | $152,909-85.2% |
| Participation rate | 78.9% | 88.5%-9.6pp | 87.6%-8.6pp | 82.5%-3.5pp |
| Annual return | 17.01% | 150.80%-133.8pp | 115.61%-98.6pp | 345.46%-328.5pp |
| Employer contribution / active EE | $2,045 | $6,370-67.9% | $5,613-63.6% | $4,764-57.1% |
| Participant deferral / active EE | $1,408 | $8,033-82.5% | $7,297-80.7% | $5,851-75.9% |
| Admin fee / account holder | $1,525 | $13,124-88.4% | $10,844-85.9% | $11,601-86.9% |