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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 | $217,392-87.9% | $185,818-85.9% | $167,497-84.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.95% | 148.37%-135.4pp | 122.06%-109.1pp | 478.62%-465.7pp |
| Employer contribution / active EE | $3,987 | $5,873-32.1% | $5,168-22.9% | $4,838-17.6% |
| Participant deferral / active EE | $596 | $6,357-90.6% | $5,568-89.3% | $6,341-90.6% |
| Admin fee / account holder | $1,636 | $19,813-91.7% | $16,239-89.9% | $12,310-86.7% |