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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 | $23,664 | $217,432-89.1% | $185,851-87.3% | $167,553-85.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.23% | 148.43%-133.2pp | 122.11%-106.9pp | 478.89%-463.7pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,948 | $6,357-69.4% | $5,569-65.0% | $6,343-69.3% |
| Admin fee / account holder | $2,218 | $19,820-88.8% | $16,245-86.3% | $12,316-82.0% |