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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 | $17,195 | $198,457-91.3% | $170,435-89.9% | $147,586-88.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.89% | 257.30%-240.4pp | 205.94%-189.0pp | 578.59%-561.7pp |
| Employer contribution / active EE | $2,838 | $6,183-54.1% | $5,432-47.8% | $4,876-41.8% |
| Participant deferral / active EE | $440 | $5,629-92.2% | $4,939-91.1% | $5,439-91.9% |
| Admin fee / account holder | $1,577 | $16,852-90.6% | $13,881-88.6% | $10,886-85.5% |