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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 | $16,469 | $175,259-90.6% | $149,723-89.0% | $139,487-88.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.11% | 166.82%-152.7pp | 134.50%-120.4pp | 373.84%-359.7pp |
| Employer contribution / active EE | $1,399 | $5,478-74.5% | $4,821-71.0% | $4,755-70.6% |
| Participant deferral / active EE | $969 | $6,522-85.1% | $5,682-82.9% | $6,713-85.6% |
| Admin fee / account holder | $400 | $16,158-97.5% | $13,215-97.0% | $11,407-96.5% |