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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 | $16,702 | $217,432-92.3% | $185,851-91.0% | $167,553-90.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.98% | 148.43%-131.4pp | 122.11%-105.1pp | 478.89%-461.9pp |
| Employer contribution / active EE | $2,600 | $5,874-55.7% | $5,168-49.7% | $4,840-46.3% |
| Participant deferral / active EE | $1,091 | $6,357-82.8% | $5,569-80.4% | $6,343-82.8% |
| Admin fee / account holder | $6,100 | $19,820-69.2% | $16,245-62.5% | $12,316-50.5% |