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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 | $9,015 | $196,972-95.4% | $182,262-95.1% | $198,609-95.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.97% | 158.27%-142.3pp | 140.60%-124.6pp | 202.70%-186.7pp |
| Employer contribution / active EE | $1,631 | $5,364-69.6% | $5,046-67.7% | $5,055-67.7% |
| Participant deferral / active EE | $1,662 | $8,643-80.8% | $8,276-79.9% | $6,977-76.2% |
| Admin fee / account holder | $3,571 | $18,429-80.6% | $16,712-78.6% | $19,030-81.2% |