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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 | $20,579 | $196,972-89.6% | $182,262-88.7% | $198,609-89.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.65% | 158.27%-143.6pp | 140.60%-125.9pp | 202.70%-188.0pp |
| Employer contribution / active EE | $2,595 | $5,364-51.6% | $5,046-48.6% | $5,055-48.7% |
| Participant deferral / active EE | $2,604 | $8,643-69.9% | $8,276-68.5% | $6,977-62.7% |
| Admin fee / account holder | $10,217 | $18,429-44.6% | $16,712-38.9% | $19,030-46.3% |