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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 | $223,823-96.6% | $211,142-96.3% | $154,746-95.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 22.28% | 50.39%-28.1pp | 46.84%-24.6pp | 172.34%-150.1pp |
| Employer contribution / active EE | $2,611 | $6,787-61.5% | $6,442-59.5% | $4,379-40.4% |
| Participant deferral / active EE | $2,777 | $9,750-71.5% | $9,284-70.1% | $6,730-58.7% |
| Admin fee / account holder | $832 | $19,707-95.8% | $19,076-95.6% | $14,365-94.2% |