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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 | $18,938 | $157,304-88.0% | $141,197-86.6% | $152,909-87.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.18% | 64.34%-39.2pp | 71.41%-46.2pp | 345.46%-320.3pp |
| Employer contribution / active EE | $1,415 | $5,263-73.1% | $4,736-70.1% | $4,764-70.3% |
| Participant deferral / active EE | $1,446 | $7,111-79.7% | $6,710-78.4% | $5,851-75.3% |
| Admin fee / account holder | $4,971 | $12,126-59.0% | $10,265-51.6% | $11,601-57.1% |