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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 | $12,211 | $185,905-93.4% | $170,057-92.8% | $139,487-91.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.55% | 60.56%-46.0pp | 53.42%-38.9pp | 373.84%-359.3pp |
| Employer contribution / active EE | $1,789 | $7,597-76.4% | $6,790-73.6% | $4,755-62.4% |
| Participant deferral / active EE | $2,814 | $11,627-75.8% | $10,411-73.0% | $6,713-58.1% |
| Admin fee / account holder | $1,085 | $15,397-93.0% | $12,826-91.5% | $11,407-90.5% |