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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 | $26,978 | $198,462-86.4% | $170,439-84.2% | $147,585-81.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.55% | 257.30%-245.8pp | 205.94%-194.4pp | 578.58%-567.0pp |
| Employer contribution / active EE | $1,530 | $6,184-75.3% | $5,433-71.8% | $4,876-68.6% |
| Participant deferral / active EE | $586 | $5,629-89.6% | $4,939-88.1% | $5,439-89.2% |
| Admin fee / account holder | $4,785 | $16,852-71.6% | $13,881-65.5% | $10,886-56.0% |