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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 | $10,759 | $162,136-93.4% | $152,301-92.9% | $154,746-93.0% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 11.88% | 91.02%-79.1pp | 80.50%-68.6pp | 172.34%-160.5pp |
| Employer contribution / active EE | $979 | $4,890-80.0% | $4,624-78.8% | $4,379-77.7% |
| Participant deferral / active EE | $2,135 | $8,341-74.4% | $8,004-73.3% | $6,730-68.3% |
| Admin fee / account holder | $5,017 | $15,759-68.2% | $14,398-65.2% | $14,365-65.1% |