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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 | $10,832 | $129,737-91.7% | $119,126-90.9% | $154,746-93.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 18.99% | 379.08%-360.1pp | 282.11%-263.1pp | 172.34%-153.3pp |
| Employer contribution / active EE | $1,187 | $4,375-72.9% | $4,034-70.6% | $4,379-72.9% |
| Participant deferral / active EE | $1,483 | $5,842-74.6% | $5,318-72.1% | $6,730-78.0% |
| Admin fee / account holder | $451 | $11,961-96.2% | $10,693-95.8% | $14,365-96.9% |