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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 | $30,033 | $227,291-86.8% | $214,702-86.0% | $155,188-80.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 19.43% | 60.08%-40.6pp | 54.55%-35.1pp | 148.84%-129.4pp |
| Employer contribution / active EE | $1,464 | $6,772-78.4% | $6,461-77.3% | $4,248-65.5% |
| Participant deferral / active EE | $3,119 | $9,582-67.4% | $9,147-65.9% | $6,531-52.2% |
| Admin fee / account holder | $788 | $20,413-96.1% | $19,830-96.0% | $14,480-94.6% |