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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 | $10,164 | $196,972-94.8% | $182,262-94.4% | $198,609-94.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 21.60% | 158.27%-136.7pp | 140.60%-119.0pp | 202.70%-181.1pp |
| Employer contribution / active EE | $2,550 | $5,364-52.5% | $5,046-49.5% | $5,055-49.6% |
| Participant deferral / active EE | $3,145 | $8,643-63.6% | $8,276-62.0% | $6,977-54.9% |
| Admin fee / account holder | $2,424 | $18,429-86.8% | $16,712-85.5% | $19,030-87.3% |