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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 | $20,849 | $157,304-86.7% | $141,197-85.2% | $152,909-86.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.72% | 64.34%-43.6pp | 71.41%-50.7pp | 345.46%-324.7pp |
| Employer contribution / active EE | $4,831 | $5,263-8.2% | $4,736+2.0% | $4,764+1.4% |
| Participant deferral / active EE | $2,120 | $7,111-70.2% | $6,710-68.4% | $5,851-63.8% |
| Admin fee / account holder | $22,819 | $12,126+88.2% | $10,265+122.3% | $11,601+96.7% |