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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 | $24,904 | $209,428-88.1% | $178,498-86.0% | $158,950-84.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.52% | 188.78%-171.3pp | 151.09%-133.6pp | 302.91%-285.4pp |
| Employer contribution / active EE | $2,328 | $5,707-59.2% | $5,011-53.5% | $4,762-51.1% |
| Participant deferral / active EE | $409 | $5,955-93.1% | $5,202-92.1% | $5,983-93.2% |
| Admin fee / account holder | $1,709 | $17,077-90.0% | $13,985-87.8% | $11,248-84.8% |