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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 | $15,076 | $227,399-93.4% | $189,758-92.1% | $198,609-92.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.65% | 61.03%-47.4pp | 52.62%-39.0pp | 202.70%-189.0pp |
| Employer contribution / active EE | $1,696 | $5,526-69.3% | $4,767-64.4% | $5,055-66.5% |
| Participant deferral / active EE | $2,339 | $6,837-65.8% | $5,856-60.1% | $6,977-66.5% |
| Admin fee / account holder | $5,354 | $25,162-78.7% | $20,388-73.7% | $19,030-71.9% |