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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 | $12,767 | $196,972-93.5% | $182,262-93.0% | $198,609-93.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.73% | 158.27%-141.5pp | 140.60%-123.9pp | 202.70%-186.0pp |
| Employer contribution / active EE | $1,579 | $5,364-70.6% | $5,046-68.7% | $5,055-68.8% |
| Participant deferral / active EE | $3,147 | $8,643-63.6% | $8,276-62.0% | $6,977-54.9% |
| Admin fee / account holder | $1,878 | $18,429-89.8% | $16,712-88.8% | $19,030-90.1% |