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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 | $14,117 | $201,264-93.0% | $184,185-92.3% | $145,978-90.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 35.41% | 29.00%+6.4pp | 28.81%+6.6pp | 550.52%-515.1pp |
| Employer contribution / active EE | $1,471 | $7,021-79.1% | $6,426-77.1% | $4,662-68.5% |
| Participant deferral / active EE | $2,410 | $9,806-75.4% | $9,132-73.6% | $6,690-64.0% |
| Admin fee / account holder | $535 | $16,376-96.7% | $13,909-96.2% | $13,400-96.0% |