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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 | $12,251 | $209,425-94.2% | $178,499-93.1% | $158,966-92.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.26% | 188.80%-172.5pp | 151.10%-134.8pp | 302.95%-286.7pp |
| Employer contribution / active EE | $3,827 | $5,707-32.9% | $5,011-23.6% | $4,762-19.6% |
| Participant deferral / active EE | $1,358 | $5,955-77.2% | $5,202-73.9% | $5,983-77.3% |
| Admin fee / account holder | $13,291 | $17,078-22.2% | $13,986-5.0% | $11,250+18.1% |