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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 | $24,975 | $160,059-84.4% | $140,019-82.2% | $135,380-81.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.65% | 911.48%-910.8pp | 651.17%-650.5pp | 519.81%-519.2pp |
| Employer contribution / active EE | $1,744 | $6,420-72.8% | $5,605-68.9% | $4,779-63.5% |
| Participant deferral / active EE | $2,558 | $7,641-66.5% | $6,927-63.1% | $5,609-54.4% |
| Admin fee / account holder | $18,475 | $13,328+38.6% | $10,705+72.6% | $10,828+70.6% |