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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 | $19,385 | $228,395-91.5% | $185,861-89.6% | $158,982-87.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 17.95% | 40.82%-22.9pp | 35.96%-18.0pp | 302.99%-285.0pp |
| Employer contribution / active EE | $6,035 | $4,968+21.5% | $4,088+47.6% | $4,763+26.7% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,152 | $11,869-90.3% | $9,503-87.9% | $11,252-89.8% |