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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 | $21,135 | $196,972-89.3% | $182,262-88.4% | $198,609-89.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.39% | 158.27%-141.9pp | 140.60%-124.2pp | 202.70%-186.3pp |
| Employer contribution / active EE | $2,031 | $5,364-62.1% | $5,046-59.8% | $5,055-59.8% |
| Participant deferral / active EE | $2,734 | $8,643-68.4% | $8,276-67.0% | $6,977-60.8% |
| Admin fee / account holder | $5,865 | $18,429-68.2% | $16,712-64.9% | $19,030-69.2% |