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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 | $12,329 | $125,237-90.2% | $105,608-88.3% | $145,877-91.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.31% | 225.76%-214.4pp | 116.50%-105.2pp | 551.28%-540.0pp |
| Employer contribution / active EE | $782 | $3,720-79.0% | $3,167-75.3% | $4,663-83.2% |
| Participant deferral / active EE | $1,162 | $5,711-79.6% | $5,010-76.8% | $6,691-82.6% |
| Admin fee / account holder | $1,181 | $17,287-93.2% | $11,028-89.3% | $13,402-91.2% |