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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 | $22,955 | $217,427-89.4% | $185,837-87.6% | $167,518-86.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.27% | 148.39%-137.1pp | 122.08%-110.8pp | 478.71%-467.4pp |
| Employer contribution / active EE | $2,129 | $5,874-63.8% | $5,168-58.8% | $4,838-56.0% |
| Participant deferral / active EE | $1,635 | $6,357-74.3% | $5,568-70.6% | $6,342-74.2% |
| Admin fee / account holder | $3,139 | $19,816-84.2% | $16,241-80.7% | $12,312-74.5% |