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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 | $14,506 | $223,823-93.5% | $211,142-93.1% | $154,746-90.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 21.72% | 50.39%-28.7pp | 46.84%-25.1pp | 172.34%-150.6pp |
| Employer contribution / active EE | $2,781 | $6,787-59.0% | $6,442-56.8% | $4,379-36.5% |
| Participant deferral / active EE | $3,058 | $9,750-68.6% | $9,284-67.1% | $6,730-54.6% |
| Admin fee / account holder | $4,219 | $19,707-78.6% | $19,076-77.9% | $14,365-70.6% |