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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 | $227,291-94.5% | $214,702-94.2% | $155,188-92.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 18.02% | 60.08%-42.1pp | 54.55%-36.5pp | 148.84%-130.8pp |
| Employer contribution / active EE | $6,906 | $6,772+2.0% | $6,461+6.9% | $4,248+62.6% |
| Participant deferral / active EE | $1,796 | $9,582-81.3% | $9,147-80.4% | $6,531-72.5% |
| Admin fee / account holder | $7,595 | $20,413-62.8% | $19,830-61.7% | $14,480-47.5% |