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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 | $11,854 | $181,062-93.5% | $158,223-92.5% | $155,188-92.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.73% | 57.39%-39.7pp | 52.09%-34.4pp | 148.84%-131.1pp |
| Employer contribution / active EE | $1,290 | $4,565-71.7% | $4,109-68.6% | $4,248-69.6% |
| Participant deferral / active EE | $1,609 | $6,134-73.8% | $5,467-70.6% | $6,531-75.4% |
| Admin fee / account holder | $882 | $18,825-95.3% | $16,047-94.5% | $14,480-93.9% |