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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 | $26,288 | $217,432-87.9% | $185,851-85.9% | $167,553-84.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.95% | 148.43%-135.5pp | 122.11%-109.2pp | 478.89%-465.9pp |
| Employer contribution / active EE | $3,987 | $5,874-32.1% | $5,168-22.9% | $4,840-17.6% |
| Participant deferral / active EE | $596 | $6,357-90.6% | $5,569-89.3% | $6,343-90.6% |
| Admin fee / account holder | $1,636 | $19,820-91.7% | $16,245-89.9% | $12,316-86.7% |