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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 | $13,065 | $183,539-92.9% | $155,556-91.6% | $145,897-91.0% |
| Participation rate | 93.8% | 82.7%+11.0pp | 78.2%+15.5pp | 80.3%+13.4pp |
| Annual return | 17.33% | 61.31%-44.0pp | 64.84%-47.5pp | 552.29%-535.0pp |
| Employer contribution / active EE | $1,807 | $5,315-66.0% | $4,675-61.4% | $4,663-61.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,597 | $19,275-91.7% | $15,885-89.9% | $13,390-88.1% |