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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 | $18,466 | $196,972-90.6% | $182,262-89.9% | $198,609-90.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.83% | 158.27%-139.4pp | 140.60%-121.8pp | 202.70%-183.9pp |
| Employer contribution / active EE | $1,798 | $5,364-66.5% | $5,046-64.4% | $5,055-64.4% |
| Participant deferral / active EE | $2,313 | $8,643-73.2% | $8,276-72.1% | $6,977-66.9% |
| Admin fee / account holder | $1,256 | $18,429-93.2% | $16,712-92.5% | $19,030-93.4% |