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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 | $11,020 | $154,228-92.9% | $145,433-92.4% | $137,256-92.0% |
| Participation rate | 87.0% | 83.8%+3.2pp | 82.1%+4.8pp | 80.0%+7.0pp |
| Annual return | 18.61% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,307 | $4,804-72.8% | $4,554-71.3% | $4,156-68.6% |
| Participant deferral / active EE | $2,151 | $8,216-73.8% | $7,897-72.8% | $6,407-66.4% |
| Admin fee / account holder | $1,110 | $14,344-92.3% | $13,129-91.5% | $12,270-91.0% |