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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 | $26,284 | $217,432-87.9% | $185,849-85.9% | $167,536-84.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.85% | 148.42%-131.6pp | 122.10%-105.2pp | 478.82%-462.0pp |
| Employer contribution / active EE | $2,541 | $5,875-56.7% | $5,169-50.8% | $4,839-47.5% |
| Participant deferral / active EE | $1,040 | $6,357-83.6% | $5,569-81.3% | $6,342-83.6% |
| Admin fee / account holder | $580 | $19,818-97.1% | $16,244-96.4% | $12,315-95.3% |