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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 | $16,036 | $196,972-91.9% | $182,262-91.2% | $198,609-91.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.85% | 158.27%-143.4pp | 140.60%-125.7pp | 202.70%-187.8pp |
| Employer contribution / active EE | $2,893 | $5,364-46.1% | $5,046-42.7% | $5,055-42.8% |
| Participant deferral / active EE | $3,433 | $8,643-60.3% | $8,276-58.5% | $6,977-50.8% |
| Admin fee / account holder | $4,918 | $18,429-73.3% | $16,712-70.6% | $19,030-74.2% |