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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 | $12,199 | $156,398-92.2% | $147,318-91.7% | $138,895-91.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 57.87% | 78.75%-20.9pp | 70.43%-12.6pp | 145.39%-87.5pp |
| Employer contribution / active EE | $2,255 | $4,853-53.5% | $4,593-50.9% | $4,194-46.2% |
| Participant deferral / active EE | $2,174 | $8,237-73.6% | $7,906-72.5% | $6,396-66.0% |
| Admin fee / account holder | $852 | $14,976-94.3% | $13,708-93.8% | $12,562-93.2% |