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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 | $11,684 | $138,114-91.5% | $125,391-90.7% | $134,545-91.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 10.39% | 750.88%-740.5pp | 572.41%-562.0pp | 418.37%-408.0pp |
| Employer contribution / active EE | $4,864 | $5,246-7.3% | $4,816+1.0% | $4,742+2.6% |
| Participant deferral / active EE | $2,000 | $7,801-74.4% | $7,448-73.1% | $6,401-68.8% |
| Admin fee / account holder | $334 | $11,570-97.1% | $10,009-96.7% | $11,431-97.1% |