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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 | $9,953 | $209,336-95.2% | $197,124-95.0% | $137,256-92.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.87% | 48.09%-28.2pp | 44.34%-24.5pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,394 | $6,591-78.9% | $6,227-77.6% | $4,156-66.5% |
| Participant deferral / active EE | $1,394 | $9,614-85.5% | $9,135-84.7% | $6,407-78.2% |
| Admin fee / account holder | $330 | $17,308-98.1% | $16,298-98.0% | $12,270-97.3% |