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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 | $16,748 | $160,028-89.5% | $147,080-88.6% | $145,884-88.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.43% | 98.60%-87.2pp | 420.17%-408.7pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,828 | $5,286-65.4% | $4,933-63.0% | $4,662-60.8% |
| Participant deferral / active EE | $2,255 | $8,422-73.2% | $8,066-72.0% | $6,690-66.3% |
| Admin fee / account holder | $1,396 | $15,030-90.7% | $12,989-89.3% | $13,392-89.6% |