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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 | $10,046 | $209,422-95.2% | $178,503-94.4% | $158,982-93.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.16% | 188.81%-170.6pp | 151.12%-133.0pp | 302.99%-284.8pp |
| Employer contribution / active EE | $3,438 | $5,707-39.8% | $5,011-31.4% | $4,763-27.8% |
| Participant deferral / active EE | $1,365 | $5,955-77.1% | $5,202-73.8% | $5,983-77.2% |
| Admin fee / account holder | $563 | $17,079-96.7% | $13,987-96.0% | $11,252-95.0% |