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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 | $17,982 | $176,105-89.8% | $159,474-88.7% | $167,536-89.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.93% | 331.91%-319.0pp | 263.68%-250.8pp | 478.82%-465.9pp |
| Employer contribution / active EE | $2,688 | $5,299-49.3% | $4,831-44.4% | $4,839-44.4% |
| Participant deferral / active EE | $1,655 | $7,751-78.6% | $7,353-77.5% | $6,342-73.9% |
| Admin fee / account holder | $3,846 | $12,559-69.4% | $10,802-64.4% | $12,315-68.8% |