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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 | $10,685 | $209,336-94.9% | $197,124-94.6% | $137,256-92.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.90% | 48.09%-28.2pp | 44.34%-24.4pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,938 | $6,591-55.4% | $6,227-52.8% | $4,156-29.3% |
| Participant deferral / active EE | $2,938 | $9,614-69.4% | $9,135-67.8% | $6,407-54.1% |
| Admin fee / account holder | $1,182 | $17,308-93.2% | $16,298-92.7% | $12,270-90.4% |