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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 | $13,673 | $185,312-92.6% | $161,489-91.5% | $154,746-91.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.36% | 103.84%-88.5pp | 89.72%-74.4pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,118 | $4,769-76.6% | $4,268-73.8% | $4,379-74.5% |
| Participant deferral / active EE | $1,802 | $6,350-71.6% | $5,630-68.0% | $6,730-73.2% |
| Admin fee / account holder | $446 | $18,654-97.6% | $16,006-97.2% | $14,365-96.9% |