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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 | $13,963 | $185,883-92.5% | $170,043-91.8% | $139,466-90.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.91% | 60.54%-42.6pp | 53.40%-35.5pp | 373.66%-355.8pp |
| Employer contribution / active EE | $3,384 | $7,596-55.5% | $6,790-50.2% | $4,754-28.8% |
| Participant deferral / active EE | $429 | $11,626-96.3% | $10,410-95.9% | $6,712-93.6% |
| Admin fee / account holder | $3,094 | $15,393-79.9% | $12,824-75.9% | $11,409-72.9% |