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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 | $12,367 | $107,363-88.5% | $92,909-86.7% | $152,897-91.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.38% | 145.63%-125.2pp | 109.44%-89.1pp | 345.43%-325.0pp |
| Employer contribution / active EE | $1,974 | $4,222-53.2% | $3,653-46.0% | $4,764-58.6% |
| Participant deferral / active EE | $1,212 | $4,848-75.0% | $4,238-71.4% | $5,851-79.3% |
| Admin fee / account holder | $1,853 | $7,082-73.8% | $5,795-68.0% | $11,599-84.0% |