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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 | $16,869 | $159,978-89.5% | $147,041-88.5% | $145,978-88.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.51% | 98.36%-81.9pp | 419.21%-402.7pp | 550.52%-534.0pp |
| Employer contribution / active EE | $2,316 | $5,288-56.2% | $4,935-53.1% | $4,662-50.3% |
| Participant deferral / active EE | $2,506 | $8,429-70.3% | $8,071-68.9% | $6,690-62.5% |
| Admin fee / account holder | $523 | $15,053-96.5% | $13,006-96.0% | $13,400-96.1% |