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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 | $17,231 | $196,972-91.3% | $182,262-90.5% | $198,609-91.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.09% | 158.27%-143.2pp | 140.60%-125.5pp | 202.70%-187.6pp |
| Employer contribution / active EE | $1,432 | $5,364-73.3% | $5,046-71.6% | $5,055-71.7% |
| Participant deferral / active EE | $2,625 | $8,643-69.6% | $8,276-68.3% | $6,977-62.4% |
| Admin fee / account holder | $3,390 | $18,429-81.6% | $16,712-79.7% | $19,030-82.2% |