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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 | $33,722 | $227,399-85.2% | $189,758-82.2% | $198,609-83.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.93% | 61.03%-48.1pp | 52.62%-39.7pp | 202.70%-189.8pp |
| Employer contribution / active EE | $2,637 | $5,526-52.3% | $4,767-44.7% | $5,055-47.8% |
| Participant deferral / active EE | $2,515 | $6,837-63.2% | $5,856-57.0% | $6,977-63.9% |
| Admin fee / account holder | $539 | $25,162-97.9% | $20,388-97.4% | $19,030-97.2% |