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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 | $11,612 | $223,823-94.8% | $211,142-94.5% | $154,746-92.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 19.42% | 50.39%-31.0pp | 46.84%-27.4pp | 172.34%-152.9pp |
| Employer contribution / active EE | $2,594 | $6,787-61.8% | $6,442-59.7% | $4,379-40.8% |
| Participant deferral / active EE | $3,005 | $9,750-69.2% | $9,284-67.6% | $6,730-55.4% |
| Admin fee / account holder | $699 | $19,707-96.5% | $19,076-96.3% | $14,365-95.1% |