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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 | $13,541 | $157,276-91.4% | $141,177-90.4% | $152,885-91.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.92% | 64.33%-38.4pp | 71.40%-45.5pp | 345.39%-319.5pp |
| Employer contribution / active EE | $1,500 | $5,262-71.5% | $4,736-68.3% | $4,763-68.5% |
| Participant deferral / active EE | $1,145 | $7,110-83.9% | $6,710-82.9% | $5,851-80.4% |
| Admin fee / account holder | $15,352 | $12,123+26.6% | $10,263+49.6% | $11,598+32.4% |