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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 | $2,927 | $185,883-98.4% | $170,043-98.3% | $139,466-97.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.77% | 60.54%-34.8pp | 53.40%-27.6pp | 373.66%-347.9pp |
| Employer contribution / active EE | $1,748 | $7,596-77.0% | $6,790-74.3% | $4,754-63.2% |
| Participant deferral / active EE | $2,892 | $11,626-75.1% | $10,410-72.2% | $6,712-56.9% |
| Admin fee / account holder | $476 | $15,393-96.9% | $12,824-96.3% | $11,409-95.8% |