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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 | $13,925 | $275,752-95.0% | $256,809-94.6% | $198,609-93.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 21.15% | 34.81%-13.7pp | 32.73%-11.6pp | 202.70%-181.5pp |
| Employer contribution / active EE | $2,387 | $7,721-69.1% | $7,263-67.1% | $5,055-52.8% |
| Participant deferral / active EE | $3,185 | $10,037-68.3% | $9,520-66.5% | $6,977-54.4% |
| Admin fee / account holder | $488 | $25,716-98.1% | $25,146-98.1% | $19,030-97.4% |