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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 | $9,405 | $227,291-95.9% | $214,702-95.6% | $155,188-93.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 21.96% | 60.08%-38.1pp | 54.55%-32.6pp | 148.84%-126.9pp |
| Employer contribution / active EE | $1,577 | $6,772-76.7% | $6,461-75.6% | $4,248-62.9% |
| Participant deferral / active EE | $2,879 | $9,582-70.0% | $9,147-68.5% | $6,531-55.9% |
| Admin fee / account holder | $2,684 | $20,413-86.9% | $19,830-86.5% | $14,480-81.5% |