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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 | $14,718 | $176,105-91.6% | $159,474-90.8% | $167,536-91.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.60% | 331.91%-319.3pp | 263.68%-251.1pp | 478.82%-466.2pp |
| Employer contribution / active EE | $1,223 | $5,299-76.9% | $4,831-74.7% | $4,839-74.7% |
| Participant deferral / active EE | $1,223 | $7,751-84.2% | $7,353-83.4% | $6,342-80.7% |
| Admin fee / account holder | $1,121 | $12,559-91.1% | $10,802-89.6% | $12,315-90.9% |