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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 | $21,839 | $157,270-86.1% | $141,173-84.5% | $152,870-85.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.34% | 64.33%-47.0pp | 71.40%-54.1pp | 345.34%-328.0pp |
| Employer contribution / active EE | $4,743 | $5,261-9.9% | $4,735+0.2% | $4,763-0.4% |
| Participant deferral / active EE | $1,086 | $7,110-84.7% | $6,710-83.8% | $5,850-81.4% |
| Admin fee / account holder | $17,272 | $12,121+42.5% | $10,262+68.3% | $11,597+48.9% |