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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 | $12,624 | $197,637-93.6% | $177,848-92.9% | $158,982-92.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.94% | 58.77%-43.8pp | 48.33%-33.4pp | 302.99%-288.0pp |
| Employer contribution / active EE | $2,955 | $6,698-55.9% | $5,919-50.1% | $4,763-38.0% |
| Participant deferral / active EE | $2,522 | $8,405-70.0% | $7,714-67.3% | $5,983-57.8% |
| Admin fee / account holder | $1,632 | $15,406-89.4% | $12,431-86.9% | $11,252-85.5% |