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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 | $10,875 | $212,386-94.9% | $199,883-94.6% | $138,895-92.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 17.54% | 47.75%-30.2pp | 43.81%-26.3pp | 145.39%-127.9pp |
| Employer contribution / active EE | $2,228 | $6,625-66.4% | $6,261-64.4% | $4,194-46.9% |
| Participant deferral / active EE | $2,228 | $9,617-76.8% | $9,138-75.6% | $6,396-65.2% |
| Admin fee / account holder | $1,133 | $18,233-93.8% | $17,268-93.4% | $12,562-91.0% |