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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 | $13,080 | $125,190-89.6% | $105,624-87.6% | $145,897-91.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.47% | 225.22%-211.7pp | 116.20%-102.7pp | 552.29%-538.8pp |
| Employer contribution / active EE | $1,179 | $3,720-68.3% | $3,168-62.8% | $4,663-74.7% |
| Participant deferral / active EE | $1,277 | $5,716-77.7% | $5,013-74.5% | $6,689-80.9% |
| Admin fee / account holder | $3,945 | $17,138-77.0% | $10,961-64.0% | $13,390-70.5% |