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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 | $32,510 | $227,399-85.7% | $189,758-82.9% | $198,609-83.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 6.14% | 61.03%-54.9pp | 52.62%-46.5pp | 202.70%-196.6pp |
| Employer contribution / active EE | $2,168 | $5,526-60.8% | $4,767-54.5% | $5,055-57.1% |
| Participant deferral / active EE | $3,183 | $6,837-53.4% | $5,856-45.6% | $6,977-54.4% |
| Admin fee / account holder | $559 | $25,162-97.8% | $20,388-97.3% | $19,030-97.1% |