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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 | $12,893 | $196,972-93.5% | $182,262-92.9% | $198,609-93.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 21.92% | 158.27%-136.4pp | 140.60%-118.7pp | 202.70%-180.8pp |
| Employer contribution / active EE | $3,070 | $5,364-42.8% | $5,046-39.1% | $5,055-39.3% |
| Participant deferral / active EE | $2,268 | $8,643-73.8% | $8,276-72.6% | $6,977-67.5% |
| Admin fee / account holder | $583 | $18,429-96.8% | $16,712-96.5% | $19,030-96.9% |