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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 | $15,869 | $196,972-91.9% | $182,262-91.3% | $198,609-92.0% |
| Participation rate | 95.5% | 85.7%+9.8pp | 84.2%+11.2pp | 82.4%+13.1pp |
| Annual return | 16.78% | 158.27%-141.5pp | 140.60%-123.8pp | 202.70%-185.9pp |
| Employer contribution / active EE | $2,412 | $5,364-55.0% | $5,046-52.2% | $5,055-52.3% |
| Participant deferral / active EE | $3,660 | $8,643-57.7% | $8,276-55.8% | $6,977-47.5% |
| Admin fee / account holder | $2,941 | $18,429-84.0% | $16,712-82.4% | $19,030-84.5% |