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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 | $12,721 | $183,516-93.1% | $155,534-91.8% | $145,884-91.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.00% | 61.43%-51.4pp | 64.92%-54.9pp | 551.85%-541.9pp |
| Employer contribution / active EE | $1,468 | $5,315-72.4% | $4,675-68.6% | $4,662-68.5% |
| Participant deferral / active EE | $1,527 | $6,467-76.4% | $5,630-72.9% | $6,690-77.2% |
| Admin fee / account holder | $558 | $19,293-97.1% | $15,900-96.5% | $13,392-95.8% |