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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 | $178,174-89.6% | $156,181-88.2% | $137,256-86.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.72% | 84.19%-64.5pp | 64.87%-45.2pp | 220.34%-200.6pp |
| Employer contribution / active EE | $10,636 | $4,972+113.9% | $4,294+147.7% | $4,156+155.9% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $907 | $17,404-94.8% | $14,586-93.8% | $12,270-92.6% |