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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 | $11,237 | $157,304-92.9% | $141,197-92.0% | $152,909-92.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.38% | 64.34%-41.0pp | 71.41%-48.0pp | 345.46%-322.1pp |
| Employer contribution / active EE | $4,518 | $5,263-14.1% | $4,736-4.6% | $4,764-5.2% |
| Participant deferral / active EE | $736 | $7,111-89.6% | $6,710-89.0% | $5,851-87.4% |
| Admin fee / account holder | $518 | $12,126-95.7% | $10,265-95.0% | $11,601-95.5% |