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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 | $2,732 | $183,539-98.5% | $155,556-98.2% | $145,897-98.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.85% | 61.31%-45.5pp | 64.84%-49.0pp | 552.29%-536.4pp |
| Employer contribution / active EE | $1,411 | $5,315-73.5% | $4,675-69.8% | $4,663-69.7% |
| Participant deferral / active EE | $1,459 | $6,467-77.4% | $5,631-74.1% | $6,689-78.2% |
| Admin fee / account holder | $977 | $19,275-94.9% | $15,885-93.9% | $13,390-92.7% |