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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 | $15,294 | $93,598-83.7% | $135,974-88.8% | $75,173-79.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 39.16% | 30.89%+8.3pp | 68.30%-29.1pp | 160.72%-121.6pp |
| Employer contribution / active EE | $9,317 | $3,538+163.4% | $4,859+91.8% | $2,671+248.8% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,562 | $6,978-63.3% | $10,767-76.2% | $5,651-54.7% |