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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 | $23,256 | $227,399-89.8% | $189,758-87.7% | $198,609-88.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.30% | 61.03%-45.7pp | 52.62%-37.3pp | 202.70%-187.4pp |
| Employer contribution / active EE | $2,461 | $5,526-55.5% | $4,767-48.4% | $5,055-51.3% |
| Participant deferral / active EE | $2,249 | $6,837-67.1% | $5,856-61.6% | $6,977-67.8% |
| Admin fee / account holder | $886 | $25,162-96.5% | $20,388-95.7% | $19,030-95.3% |