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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 | $23,788 | $227,399-89.5% | $189,758-87.5% | $198,609-88.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.30% | 61.03%-46.7pp | 52.62%-38.3pp | 202.70%-188.4pp |
| Employer contribution / active EE | $2,152 | $5,526-61.1% | $4,767-54.8% | $5,055-57.4% |
| Participant deferral / active EE | $2,224 | $6,837-67.5% | $5,856-62.0% | $6,977-68.1% |
| Admin fee / account holder | $493 | $25,162-98.0% | $20,388-97.6% | $19,030-97.4% |