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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 | $15,368 | $183,539-91.6% | $155,556-90.1% | $145,897-89.5% |
| Participation rate | 81.3% | 82.7%-1.5pp | 78.2%+3.0pp | 80.3%+0.9pp |
| Annual return | 10.59% | 61.31%-50.7pp | 64.84%-54.2pp | 552.29%-541.7pp |
| Employer contribution / active EE | $1,736 | $5,315-67.3% | $4,675-62.9% | $4,663-62.8% |
| Participant deferral / active EE | $1,809 | $6,467-72.0% | $5,631-67.9% | $6,689-73.0% |
| Admin fee / account holder | $325 | $19,275-98.3% | $15,885-98.0% | $13,390-97.6% |