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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 | $155,555-91.5% | $146,866-91.0% | $155,188-91.5% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.5%+7.5pp | 80.8%+9.2pp |
| Annual return | 21.76% | 115.41%-93.6pp | 102.85%-81.1pp | 148.84%-127.1pp |
| Employer contribution / active EE | $1,529 | $4,647-67.1% | $4,425-65.4% | $4,248-64.0% |
| Participant deferral / active EE | $2,481 | $8,044-69.2% | $7,759-68.0% | $6,531-62.0% |
| Admin fee / account holder | $1,085 | $14,755-92.6% | $13,620-92.0% | $14,480-92.5% |