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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 | $10,629 | $185,905-94.3% | $170,057-93.8% | $139,487-92.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.33% | 60.56%-37.2pp | 53.42%-30.1pp | 373.84%-350.5pp |
| Employer contribution / active EE | $1,706 | $7,597-77.6% | $6,790-74.9% | $4,755-64.1% |
| Participant deferral / active EE | $2,559 | $11,627-78.0% | $10,411-75.4% | $6,713-61.9% |
| Admin fee / account holder | $5,226 | $15,397-66.1% | $12,826-59.3% | $11,407-54.2% |