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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 | $22,650 | $198,461-88.6% | $170,436-86.7% | $147,585-84.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.53% | 257.30%-242.8pp | 205.94%-191.4pp | 578.57%-564.0pp |
| Employer contribution / active EE | $1,898 | $6,184-69.3% | $5,433-65.1% | $4,876-61.1% |
| Participant deferral / active EE | $1,591 | $5,629-71.7% | $4,939-67.8% | $5,439-70.7% |
| Admin fee / account holder | $3,093 | $16,852-81.6% | $13,880-77.7% | $10,885-71.6% |