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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 | $21,024 | $171,492-87.7% | $150,734-86.1% | $198,609-89.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 10.43% | 804.70%-794.3pp | 600.81%-590.4pp | 202.70%-192.3pp |
| Employer contribution / active EE | $3,073 | $5,470-43.8% | $4,918-37.5% | $5,055-39.2% |
| Participant deferral / active EE | $2,117 | $6,259-66.2% | $5,610-62.3% | $6,977-69.7% |
| Admin fee / account holder | $407 | $17,628-97.7% | $14,905-97.3% | $19,030-97.9% |