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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 | $8,252 | $196,972-95.8% | $182,262-95.5% | $198,609-95.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 39.37% | 158.27%-118.9pp | 140.60%-101.2pp | 202.70%-163.3pp |
| Employer contribution / active EE | $1,783 | $5,364-66.8% | $5,046-64.7% | $5,055-64.7% |
| Participant deferral / active EE | $2,919 | $8,643-66.2% | $8,276-64.7% | $6,977-58.2% |
| Admin fee / account holder | $916 | $18,429-95.0% | $16,712-94.5% | $19,030-95.2% |