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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 | $25,710 | $227,399-88.7% | $189,758-86.5% | $198,609-87.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.22% | 61.03%-50.8pp | 52.62%-42.4pp | 202.70%-192.5pp |
| Employer contribution / active EE | $1,806 | $5,526-67.3% | $4,767-62.1% | $5,055-64.3% |
| Participant deferral / active EE | $1,729 | $6,837-74.7% | $5,856-70.5% | $6,977-75.2% |
| Admin fee / account holder | $948 | $25,162-96.2% | $20,388-95.3% | $19,030-95.0% |