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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 | $24,107 | $196,972-87.8% | $182,262-86.8% | $198,609-87.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 9.67% | 158.27%-148.6pp | 140.60%-130.9pp | 202.70%-193.0pp |
| Employer contribution / active EE | $1,916 | $5,364-64.3% | $5,046-62.0% | $5,055-62.1% |
| Participant deferral / active EE | $2,272 | $8,643-73.7% | $8,276-72.6% | $6,977-67.4% |
| Admin fee / account holder | $15,379 | $18,429-16.5% | $16,712-8.0% | $19,030-19.2% |