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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 | $18,695 | $196,972-90.5% | $182,262-89.7% | $198,609-90.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.95% | 158.27%-137.3pp | 140.60%-119.6pp | 202.70%-181.7pp |
| Employer contribution / active EE | $2,512 | $5,364-53.2% | $5,046-50.2% | $5,055-50.3% |
| Participant deferral / active EE | $3,380 | $8,643-60.9% | $8,276-59.2% | $6,977-51.6% |
| Admin fee / account holder | $331 | $18,429-98.2% | $16,712-98.0% | $19,030-98.3% |