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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 | $10,659 | $175,231-93.9% | $149,696-92.9% | $139,466-92.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 163.85% | 166.77%-2.9pp | 134.46%+29.4pp | 373.66%-209.8pp |
| Employer contribution / active EE | $1,519 | $5,478-72.3% | $4,821-68.5% | $4,754-68.0% |
| Participant deferral / active EE | $1,846 | $6,521-71.7% | $5,682-67.5% | $6,712-72.5% |
| Admin fee / account holder | $479 | $16,155-97.0% | $13,212-96.4% | $11,409-95.8% |