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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 | $16,620 | $227,399-92.7% | $189,758-91.2% | $198,609-91.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 6.15% | 61.03%-54.9pp | 52.62%-46.5pp | 202.70%-196.6pp |
| Employer contribution / active EE | $3,373 | $5,526-39.0% | $4,767-29.2% | $5,055-33.3% |
| Participant deferral / active EE | $2,261 | $6,837-66.9% | $5,856-61.4% | $6,977-67.6% |
| Admin fee / account holder | $3,778 | $25,162-85.0% | $20,388-81.5% | $19,030-80.1% |