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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 | $10,345 | $185,883-94.4% | $170,043-93.9% | $139,466-92.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.03% | 60.54%-47.5pp | 53.40%-40.4pp | 373.66%-360.6pp |
| Employer contribution / active EE | $1,586 | $7,596-79.1% | $6,790-76.6% | $4,754-66.6% |
| Participant deferral / active EE | $2,129 | $11,626-81.7% | $10,410-79.5% | $6,712-68.3% |
| Admin fee / account holder | $3,404 | $15,393-77.9% | $12,824-73.5% | $11,409-70.2% |