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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 | $16,177 | $132,634-87.8% | $115,768-86.0% | $137,256-88.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 12.72% | 160.70%-148.0pp | 100.46%-87.7pp | 220.34%-207.6pp |
| Employer contribution / active EE | $920 | $3,360-72.6% | $2,940-68.7% | $4,156-77.9% |
| Participant deferral / active EE | $1,486 | $5,619-73.5% | $4,917-69.8% | $6,407-76.8% |
| Admin fee / account holder | $453 | $15,028-97.0% | $12,439-96.4% | $12,270-96.3% |