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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 | $15,887 | $196,972-91.9% | $182,262-91.3% | $198,609-92.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.78% | 158.27%-140.5pp | 140.60%-122.8pp | 202.70%-184.9pp |
| Employer contribution / active EE | $1,913 | $5,364-64.3% | $5,046-62.1% | $5,055-62.2% |
| Participant deferral / active EE | $2,837 | $8,643-67.2% | $8,276-65.7% | $6,977-59.3% |
| Admin fee / account holder | $1,214 | $18,429-93.4% | $16,712-92.7% | $19,030-93.6% |