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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 | $14,081 | $196,972-92.9% | $182,262-92.3% | $198,609-92.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.42% | 158.27%-139.9pp | 140.60%-122.2pp | 202.70%-184.3pp |
| Employer contribution / active EE | $3,052 | $5,364-43.1% | $5,046-39.5% | $5,055-39.6% |
| Participant deferral / active EE | $3,052 | $8,643-64.7% | $8,276-63.1% | $6,977-56.3% |
| Admin fee / account holder | $10,114 | $18,429-45.1% | $16,712-39.5% | $19,030-46.9% |