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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 | $18,465 | $199,109-90.7% | $173,730-89.4% | $154,746-88.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 19.72% | 20.02%-0.3pp | 19.96%-0.2pp | 172.34%-152.6pp |
| Employer contribution / active EE | $10,636 | $5,311+100.3% | $4,577+132.4% | $4,379+142.9% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $907 | $20,916-95.7% | $17,523-94.8% | $14,365-93.7% |