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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 | $7,056 | $196,972-96.4% | $182,262-96.1% | $198,609-96.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.61% | 158.27%-139.7pp | 140.60%-122.0pp | 202.70%-184.1pp |
| Employer contribution / active EE | $2,119 | $5,364-60.5% | $5,046-58.0% | $5,055-58.1% |
| Participant deferral / active EE | $2,119 | $8,643-75.5% | $8,276-74.4% | $6,977-69.6% |
| Admin fee / account holder | $4,997 | $18,429-72.9% | $16,712-70.1% | $19,030-73.7% |