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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 | $201,372-93.0% | $184,260-92.3% | $145,884-90.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 35.41% | 29.04%+6.4pp | 28.84%+6.6pp | 551.85%-516.4pp |
| Employer contribution / active EE | $1,471 | $7,024-79.1% | $6,427-77.1% | $4,662-68.5% |
| Participant deferral / active EE | $2,410 | $9,808-75.4% | $9,133-73.6% | $6,690-64.0% |
| Admin fee / account holder | $535 | $16,362-96.7% | $13,898-96.2% | $13,392-96.0% |