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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 | $17,006 | $124,346-86.3% | $111,308-84.7% | $167,536-89.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.46% | 37.45%-25.0pp | 54.67%-42.2pp | 478.82%-466.4pp |
| Employer contribution / active EE | $3,324 | $3,437-3.3% | $2,732+21.7% | $4,839-31.3% |
| Participant deferral / active EE | $1,192 | $5,182-77.0% | $4,487-73.4% | $6,342-81.2% |
| Admin fee / account holder | $3,724 | $10,621-64.9% | $7,965-53.2% | $12,315-69.8% |