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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 | $21,692 | $165,381-86.9% | $149,730-85.5% | $158,966-86.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.46% | 348.29%-335.8pp | 276.70%-264.2pp | 302.95%-290.5pp |
| Employer contribution / active EE | $971 | $5,104-81.0% | $4,645-79.1% | $4,762-79.6% |
| Participant deferral / active EE | $1,752 | $7,182-75.6% | $6,843-74.4% | $5,983-70.7% |
| Admin fee / account holder | $4,288 | $10,809-60.3% | $9,310-53.9% | $11,250-61.9% |