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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 | $18,262 | $196,972-90.7% | $182,262-90.0% | $198,609-90.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 22.12% | 158.27%-136.2pp | 140.60%-118.5pp | 202.70%-180.6pp |
| Employer contribution / active EE | $2,018 | $5,364-62.4% | $5,046-60.0% | $5,055-60.1% |
| Participant deferral / active EE | $2,885 | $8,643-66.6% | $8,276-65.1% | $6,977-58.6% |
| Admin fee / account holder | $1,602 | $18,429-91.3% | $16,712-90.4% | $19,030-91.6% |