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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 | $15,906 | $185,883-91.4% | $170,043-90.6% | $139,466-88.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.12% | 60.54%-42.4pp | 53.40%-35.3pp | 373.66%-355.5pp |
| Employer contribution / active EE | $2,322 | $7,596-69.4% | $6,790-65.8% | $4,754-51.2% |
| Participant deferral / active EE | $2,983 | $11,626-74.3% | $10,410-71.3% | $6,712-55.6% |
| Admin fee / account holder | $5,885 | $15,393-61.8% | $12,824-54.1% | $11,409-48.4% |