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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 | $18,741 | $227,291-91.8% | $214,702-91.3% | $155,188-87.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 10.24% | 60.08%-49.8pp | 54.55%-44.3pp | 148.84%-138.6pp |
| Employer contribution / active EE | $2,428 | $6,772-64.1% | $6,461-62.4% | $4,248-42.8% |
| Participant deferral / active EE | $1,011 | $9,582-89.4% | $9,147-88.9% | $6,531-84.5% |
| Admin fee / account holder | $12,203 | $20,413-40.2% | $19,830-38.5% | $14,480-15.7% |