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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 | $2,925 | $275,752-98.9% | $256,809-98.9% | $198,609-98.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 21.90% | 34.81%-12.9pp | 32.73%-10.8pp | 202.70%-180.8pp |
| Employer contribution / active EE | $3,119 | $7,721-59.6% | $7,263-57.1% | $5,055-38.3% |
| Participant deferral / active EE | $3,119 | $10,037-68.9% | $9,520-67.2% | $6,977-55.3% |
| Admin fee / account holder | $2,273 | $25,716-91.2% | $25,146-91.0% | $19,030-88.1% |