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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 | $12,587 | $185,312-93.2% | $161,489-92.2% | $154,746-91.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.14% | 103.84%-88.7pp | 89.72%-74.6pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,082 | $4,769-77.3% | $4,268-74.7% | $4,379-75.3% |
| Participant deferral / active EE | $1,692 | $6,350-73.4% | $5,630-70.0% | $6,730-74.9% |
| Admin fee / account holder | $575 | $18,654-96.9% | $16,006-96.4% | $14,365-96.0% |