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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 | $30,570 | $209,874-85.4% | $189,537-83.9% | $167,536-81.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.37% | 748.61%-736.2pp | 555.34%-543.0pp | 478.82%-466.5pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,361 | $8,934-62.4% | $8,220-59.1% | $6,342-47.0% |
| Admin fee / account holder | $16,340 | $14,299+14.3% | $12,048+35.6% | $12,315+32.7% |