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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 | $19,749 | $196,972-90.0% | $182,262-89.2% | $198,609-90.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.03% | 158.27%-141.2pp | 140.60%-123.6pp | 202.70%-185.7pp |
| Employer contribution / active EE | $1,487 | $5,364-72.3% | $5,046-70.5% | $5,055-70.6% |
| Participant deferral / active EE | $1,981 | $8,643-77.1% | $8,276-76.1% | $6,977-71.6% |
| Admin fee / account holder | $6,425 | $18,429-65.1% | $16,712-61.6% | $19,030-66.2% |