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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 | $11,843 | $212,386-94.4% | $199,883-94.1% | $138,895-91.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 17.63% | 47.75%-30.1pp | 43.81%-26.2pp | 145.39%-127.8pp |
| Employer contribution / active EE | $1,411 | $6,625-78.7% | $6,261-77.5% | $4,194-66.4% |
| Participant deferral / active EE | $2,695 | $9,617-72.0% | $9,138-70.5% | $6,396-57.9% |
| Admin fee / account holder | $3,991 | $18,233-78.1% | $17,268-76.9% | $12,562-68.2% |