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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 | $6,625 | $162,136-95.9% | $152,301-95.7% | $154,746-95.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 47.27% | 91.02%-43.8pp | 80.50%-33.2pp | 172.34%-125.1pp |
| Employer contribution / active EE | $2,120 | $4,890-56.6% | $4,624-54.2% | $4,379-51.6% |
| Participant deferral / active EE | $1,703 | $8,341-79.6% | $8,004-78.7% | $6,730-74.7% |
| Admin fee / account holder | $324 | $15,759-97.9% | $14,398-97.8% | $14,365-97.7% |