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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 | $15,033 | $141,004-89.3% | $112,273-86.6% | $139,456-89.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 39.18% | 32.75%+6.4pp | 30.23%+9.0pp | 373.45%-334.3pp |
| Employer contribution / active EE | $3,091 | $4,285-27.9% | $3,431-9.9% | $4,753-35.0% |
| Participant deferral / active EE | $825 | $5,878-86.0% | $4,800-82.8% | $6,711-87.7% |
| Admin fee / account holder | $1,164 | $9,959-88.3% | $7,752-85.0% | $11,407-89.8% |