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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 | $20,166 | $196,972-89.8% | $182,262-88.9% | $198,609-89.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.31% | 158.27%-138.0pp | 140.60%-120.3pp | 202.70%-182.4pp |
| Employer contribution / active EE | $2,557 | $5,364-52.3% | $5,046-49.3% | $5,055-49.4% |
| Participant deferral / active EE | $3,488 | $8,643-59.6% | $8,276-57.9% | $6,977-50.0% |
| Admin fee / account holder | $409 | $18,429-97.8% | $16,712-97.6% | $19,030-97.8% |