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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 | $24,024 | $227,399-89.4% | $189,758-87.3% | $198,609-87.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 9.71% | 61.03%-51.3pp | 52.62%-42.9pp | 202.70%-193.0pp |
| Employer contribution / active EE | $2,000 | $5,526-63.8% | $4,767-58.0% | $5,055-60.4% |
| Participant deferral / active EE | $2,613 | $6,837-61.8% | $5,856-55.4% | $6,977-62.5% |
| Admin fee / account holder | $772 | $25,162-96.9% | $20,388-96.2% | $19,030-95.9% |