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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 | $16,757 | $196,972-91.5% | $182,262-90.8% | $198,609-91.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 22.64% | 158.27%-135.6pp | 140.60%-118.0pp | 202.70%-180.1pp |
| Employer contribution / active EE | $2,047 | $5,364-61.8% | $5,046-59.4% | $5,055-59.5% |
| Participant deferral / active EE | $3,407 | $8,643-60.6% | $8,276-58.8% | $6,977-51.2% |
| Admin fee / account holder | $385 | $18,429-97.9% | $16,712-97.7% | $19,030-98.0% |