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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 | $5,726 | $227,291-97.5% | $214,702-97.3% | $155,188-96.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 10.35% | 60.08%-49.7pp | 54.55%-44.2pp | 148.84%-138.5pp |
| Employer contribution / active EE | $2,394 | $6,772-64.7% | $6,461-63.0% | $4,248-43.6% |
| Participant deferral / active EE | $2,527 | $9,582-73.6% | $9,147-72.4% | $6,531-61.3% |
| Admin fee / account holder | $5,064 | $20,413-75.2% | $19,830-74.5% | $14,480-65.0% |