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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 | $12,478 | $209,336-94.0% | $197,124-93.7% | $137,256-90.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.02% | 48.09%-30.1pp | 44.34%-26.3pp | 220.34%-202.3pp |
| Employer contribution / active EE | $6,906 | $6,591+4.8% | $6,227+10.9% | $4,156+66.2% |
| Participant deferral / active EE | $1,796 | $9,614-81.3% | $9,135-80.3% | $6,407-72.0% |
| Admin fee / account holder | $7,595 | $17,308-56.1% | $16,298-53.4% | $12,270-38.1% |