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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 | $26,976 | $197,637-86.4% | $177,848-84.8% | $158,982-83.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.18% | 58.77%-45.6pp | 48.33%-35.1pp | 302.99%-289.8pp |
| Employer contribution / active EE | $2,250 | $6,698-66.4% | $5,919-62.0% | $4,763-52.8% |
| Participant deferral / active EE | $2,440 | $8,405-71.0% | $7,714-68.4% | $5,983-59.2% |
| Admin fee / account holder | $2,881 | $15,406-81.3% | $12,431-76.8% | $11,252-74.4% |