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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 | $12,313 | $196,972-93.7% | $182,262-93.2% | $198,609-93.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.85% | 158.27%-140.4pp | 140.60%-122.7pp | 202.70%-184.8pp |
| Employer contribution / active EE | $1,766 | $5,364-67.1% | $5,046-65.0% | $5,055-65.1% |
| Participant deferral / active EE | $3,603 | $8,643-58.3% | $8,276-56.5% | $6,977-48.4% |
| Admin fee / account holder | $1,573 | $18,429-91.5% | $16,712-90.6% | $19,030-91.7% |