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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 | $19,224 | $185,883-89.7% | $170,043-88.7% | $139,466-86.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.70% | 60.54%-44.8pp | 53.40%-37.7pp | 373.66%-358.0pp |
| Employer contribution / active EE | $5,074 | $7,596-33.2% | $6,790-25.3% | $4,754+6.7% |
| Participant deferral / active EE | $1,756 | $11,626-84.9% | $10,410-83.1% | $6,712-73.8% |
| Admin fee / account holder | $7,329 | $15,393-52.4% | $12,824-42.9% | $11,409-35.8% |