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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 | $19,699 | $196,972-90.0% | $182,262-89.2% | $198,609-90.1% |
| Participation rate | 90.9% | 85.7%+5.2pp | 84.2%+6.7pp | 82.4%+8.5pp |
| Annual return | 18.86% | 158.27%-139.4pp | 140.60%-121.7pp | 202.70%-183.8pp |
| Employer contribution / active EE | $2,195 | $5,364-59.1% | $5,046-56.5% | $5,055-56.6% |
| Participant deferral / active EE | $3,283 | $8,643-62.0% | $8,276-60.3% | $6,977-52.9% |
| Admin fee / account holder | $612 | $18,429-96.7% | $16,712-96.3% | $19,030-96.8% |