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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 | $15,423 | $175,231-91.2% | $149,696-89.7% | $139,466-88.9% |
| Participation rate | 92.3% | 83.4%+8.9pp | 78.8%+13.5pp | 80.3%+12.0pp |
| Annual return | 22.06% | 166.77%-144.7pp | 134.46%-112.4pp | 373.66%-351.6pp |
| Employer contribution / active EE | $1,311 | $5,478-76.1% | $4,821-72.8% | $4,754-72.4% |
| Participant deferral / active EE | $1,846 | $6,521-71.7% | $5,682-67.5% | $6,712-72.5% |
| Admin fee / account holder | $806 | $16,155-95.0% | $13,212-93.9% | $11,409-92.9% |