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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 | $12,051 | $154,228-92.2% | $145,433-91.7% | $137,256-91.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.82% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,308 | $4,804-72.8% | $4,554-71.3% | $4,156-68.5% |
| Participant deferral / active EE | $2,395 | $8,216-70.9% | $7,897-69.7% | $6,407-62.6% |
| Admin fee / account holder | $6,417 | $14,344-55.3% | $13,129-51.1% | $12,270-47.7% |