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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 | $20,448 | $227,399-91.0% | $189,758-89.2% | $198,609-89.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.89% | 61.03%-43.1pp | 52.62%-34.7pp | 202.70%-184.8pp |
| Employer contribution / active EE | $1,719 | $5,526-68.9% | $4,767-63.9% | $5,055-66.0% |
| Participant deferral / active EE | $2,267 | $6,837-66.8% | $5,856-61.3% | $6,977-67.5% |
| Admin fee / account holder | $7,601 | $25,162-69.8% | $20,388-62.7% | $19,030-60.1% |