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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 | $14,120 | $166,242-91.5% | $165,071-91.4% | $145,884-90.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 24.00% | 100.44%-76.4pp | 70.17%-46.2pp | 551.85%-527.8pp |
| Employer contribution / active EE | $1,363 | $5,283-74.2% | $4,347-68.7% | $4,662-70.8% |
| Participant deferral / active EE | $987 | $6,964-85.8% | $6,035-83.7% | $6,690-85.3% |
| Admin fee / account holder | $1,823 | $16,658-89.1% | $12,695-85.6% | $13,392-86.4% |