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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 | $10,857 | $157,276-93.1% | $141,177-92.3% | $152,885-92.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.75% | 64.33%-48.6pp | 71.40%-55.7pp | 345.39%-329.6pp |
| Employer contribution / active EE | $1,227 | $5,262-76.7% | $4,736-74.1% | $4,763-74.2% |
| Participant deferral / active EE | $1,168 | $7,110-83.6% | $6,710-82.6% | $5,851-80.0% |
| Admin fee / account holder | $466 | $12,123-96.2% | $10,263-95.5% | $11,598-96.0% |