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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 | $20,099 | $152,619-86.8% | $125,195-83.9% | $152,914-86.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.41% | 54.85%-36.4pp | 43.79%-25.4pp | 345.48%-327.1pp |
| Employer contribution / active EE | $1,100 | $4,947-77.8% | $3,866-71.5% | $4,764-76.9% |
| Participant deferral / active EE | $1,108 | $5,869-81.1% | $4,937-77.6% | $5,852-81.1% |
| Admin fee / account holder | $4,955 | $13,437-63.1% | $9,704-48.9% | $11,601-57.3% |