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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 | $12,825 | $155,555-91.8% | $146,866-91.3% | $155,188-91.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.67% | 115.41%-97.7pp | 102.85%-85.2pp | 148.84%-131.2pp |
| Employer contribution / active EE | $2,249 | $4,647-51.6% | $4,425-49.2% | $4,248-47.0% |
| Participant deferral / active EE | $2,053 | $8,044-74.5% | $7,759-73.5% | $6,531-68.6% |
| Admin fee / account holder | $1,259 | $14,755-91.5% | $13,620-90.8% | $14,480-91.3% |