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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 | $13,187 | $175,231-92.5% | $149,696-91.2% | $139,466-90.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.91% | 166.77%-150.9pp | 134.46%-118.5pp | 373.66%-357.8pp |
| Employer contribution / active EE | $4,222 | $5,478-22.9% | $4,821-12.4% | $4,754-11.2% |
| Participant deferral / active EE | $1,446 | $6,521-77.8% | $5,682-74.5% | $6,712-78.5% |
| Admin fee / account holder | $1,128 | $16,155-93.0% | $13,212-91.5% | $11,409-90.1% |