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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 | $13,245 | $156,398-91.5% | $147,318-91.0% | $138,895-90.5% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 21.76% | 78.75%-57.0pp | 70.43%-48.7pp | 145.39%-123.6pp |
| Employer contribution / active EE | $1,529 | $4,853-68.5% | $4,593-66.7% | $4,194-63.5% |
| Participant deferral / active EE | $2,481 | $8,237-69.9% | $7,906-68.6% | $6,396-61.2% |
| Admin fee / account holder | $1,085 | $14,976-92.8% | $13,708-92.1% | $12,562-91.4% |