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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 | $13,589 | $227,291-94.0% | $214,702-93.7% | $155,188-91.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 19.37% | 60.08%-40.7pp | 54.55%-35.2pp | 148.84%-129.5pp |
| Employer contribution / active EE | $2,229 | $6,772-67.1% | $6,461-65.5% | $4,248-47.5% |
| Participant deferral / active EE | $2,597 | $9,582-72.9% | $9,147-71.6% | $6,531-60.2% |
| Admin fee / account holder | $434 | $20,413-97.9% | $19,830-97.8% | $14,480-97.0% |