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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 | $7,322 | $196,972-96.3% | $182,262-96.0% | $198,609-96.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 21.72% | 158.27%-136.6pp | 140.60%-118.9pp | 202.70%-181.0pp |
| Employer contribution / active EE | $2,867 | $5,364-46.5% | $5,046-43.2% | $5,055-43.3% |
| Participant deferral / active EE | $2,822 | $8,643-67.3% | $8,276-65.9% | $6,977-59.6% |
| Admin fee / account holder | $385 | $18,429-97.9% | $16,712-97.7% | $19,030-98.0% |