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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 | $7,638 | $275,752-97.2% | $256,809-97.0% | $198,609-96.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 22.41% | 34.81%-12.4pp | 32.73%-10.3pp | 202.70%-180.3pp |
| Employer contribution / active EE | $2,140 | $7,721-72.3% | $7,263-70.5% | $5,055-57.7% |
| Participant deferral / active EE | $2,140 | $10,037-78.7% | $9,520-77.5% | $6,977-69.3% |
| Admin fee / account holder | $962 | $25,716-96.3% | $25,146-96.2% | $19,030-94.9% |