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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 | $7,318 | $212,386-96.6% | $199,883-96.3% | $138,895-94.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 22.89% | 47.75%-24.9pp | 43.81%-20.9pp | 145.39%-122.5pp |
| Employer contribution / active EE | $2,065 | $6,625-68.8% | $6,261-67.0% | $4,194-50.8% |
| Participant deferral / active EE | $2,845 | $9,617-70.4% | $9,138-68.9% | $6,396-55.5% |
| Admin fee / account holder | $427 | $18,233-97.7% | $17,268-97.5% | $12,562-96.6% |