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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 | $10,629 | $185,905-94.3% | $170,057-93.8% | $139,487-92.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 34.24% | 60.56%-26.3pp | 53.42%-19.2pp | 373.84%-339.6pp |
| Employer contribution / active EE | $2,989 | $7,597-60.7% | $6,790-56.0% | $4,755-37.1% |
| Participant deferral / active EE | $2,989 | $11,627-74.3% | $10,411-71.3% | $6,713-55.5% |
| Admin fee / account holder | $512 | $15,397-96.7% | $12,826-96.0% | $11,407-95.5% |