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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 | $12,527 | $209,336-94.0% | $197,124-93.6% | $137,256-90.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 26.69% | 48.09%-21.4pp | 44.34%-17.7pp | 220.34%-193.6pp |
| Employer contribution / active EE | $2,697 | $6,591-59.1% | $6,227-56.7% | $4,156-35.1% |
| Participant deferral / active EE | $2,271 | $9,614-76.4% | $9,135-75.1% | $6,407-64.6% |
| Admin fee / account holder | $1,955 | $17,308-88.7% | $16,298-88.0% | $12,270-84.1% |