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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 | $5,985 | $227,291-97.4% | $214,702-97.2% | $155,188-96.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 27.87% | 60.08%-32.2pp | 54.55%-26.7pp | 148.84%-121.0pp |
| Employer contribution / active EE | $2,749 | $6,772-59.4% | $6,461-57.4% | $4,248-35.3% |
| Participant deferral / active EE | $3,112 | $9,582-67.5% | $9,147-66.0% | $6,531-52.3% |
| Admin fee / account holder | $722 | $20,413-96.5% | $19,830-96.4% | $14,480-95.0% |