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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 | $17,157 | $227,291-92.5% | $214,702-92.0% | $155,188-88.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 14.14% | 60.08%-45.9pp | 54.55%-40.4pp | 148.84%-134.7pp |
| Employer contribution / active EE | $2,307 | $6,772-65.9% | $6,461-64.3% | $4,248-45.7% |
| Participant deferral / active EE | $3,200 | $9,582-66.6% | $9,147-65.0% | $6,531-51.0% |
| Admin fee / account holder | $748 | $20,413-96.3% | $19,830-96.2% | $14,480-94.8% |