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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 | $19,517 | $196,972-90.1% | $182,262-89.3% | $198,609-90.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.93% | 158.27%-141.3pp | 140.60%-123.7pp | 202.70%-185.8pp |
| Employer contribution / active EE | $2,304 | $5,364-57.0% | $5,046-54.3% | $5,055-54.4% |
| Participant deferral / active EE | $3,649 | $8,643-57.8% | $8,276-55.9% | $6,977-47.7% |
| Admin fee / account holder | $3,924 | $18,429-78.7% | $16,712-76.5% | $19,030-79.4% |