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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 | $22,678 | $196,972-88.5% | $182,262-87.6% | $198,609-88.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 10.22% | 158.27%-148.1pp | 140.60%-130.4pp | 202.70%-192.5pp |
| Employer contribution / active EE | $1,664 | $5,364-69.0% | $5,046-67.0% | $5,055-67.1% |
| Participant deferral / active EE | $3,146 | $8,643-63.6% | $8,276-62.0% | $6,977-54.9% |
| Admin fee / account holder | $938 | $18,429-94.9% | $16,712-94.4% | $19,030-95.1% |