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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 | $16,981 | $175,231-90.3% | $149,696-88.7% | $139,466-87.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.13% | 166.77%-155.6pp | 134.46%-123.3pp | 373.66%-362.5pp |
| Employer contribution / active EE | $3,627 | $5,478-33.8% | $4,821-24.8% | $4,754-23.7% |
| Participant deferral / active EE | $165 | $6,521-97.5% | $5,682-97.1% | $6,712-97.5% |
| Admin fee / account holder | $1,595 | $16,155-90.1% | $13,212-87.9% | $11,409-86.0% |