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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 | $8,648 | $275,752-96.9% | $256,809-96.6% | $198,609-95.6% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 19.91% | 34.81%-14.9pp | 32.73%-12.8pp | 202.70%-182.8pp |
| Employer contribution / active EE | $2,038 | $7,721-73.6% | $7,263-71.9% | $5,055-59.7% |
| Participant deferral / active EE | $2,038 | $10,037-79.7% | $9,520-78.6% | $6,977-70.8% |
| Admin fee / account holder | $861 | $25,716-96.7% | $25,146-96.6% | $19,030-95.5% |