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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 | $13,168 | $196,972-93.3% | $182,262-92.8% | $198,609-93.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 11.42% | 158.27%-146.9pp | 140.60%-129.2pp | 202.70%-191.3pp |
| Employer contribution / active EE | $2,190 | $5,364-59.2% | $5,046-56.6% | $5,055-56.7% |
| Participant deferral / active EE | $3,075 | $8,643-64.4% | $8,276-62.9% | $6,977-55.9% |
| Admin fee / account holder | $4,728 | $18,429-74.3% | $16,712-71.7% | $19,030-75.2% |