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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 | $4,721 | $196,972-97.6% | $182,262-97.4% | $198,609-97.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 31.29% | 158.27%-127.0pp | 140.60%-109.3pp | 202.70%-171.4pp |
| Employer contribution / active EE | $1,605 | $5,364-70.1% | $5,046-68.2% | $5,055-68.3% |
| Participant deferral / active EE | $1,994 | $8,643-76.9% | $8,276-75.9% | $6,977-71.4% |
| Admin fee / account holder | $946 | $18,429-94.9% | $16,712-94.3% | $19,030-95.0% |