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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 | $7,720 | $209,336-96.3% | $197,124-96.1% | $137,256-94.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.28% | 48.09%-25.8pp | 44.34%-22.1pp | 220.34%-198.1pp |
| Employer contribution / active EE | $2,611 | $6,591-60.4% | $6,227-58.1% | $4,156-37.2% |
| Participant deferral / active EE | $2,777 | $9,614-71.1% | $9,135-69.6% | $6,407-56.7% |
| Admin fee / account holder | $832 | $17,308-95.2% | $16,298-94.9% | $12,270-93.2% |