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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 | $13,794 | $181,062-92.4% | $158,223-91.3% | $155,188-91.1% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 20.35% | 57.39%-37.0pp | 52.09%-31.7pp | 148.84%-128.5pp |
| Employer contribution / active EE | $1,323 | $4,565-71.0% | $4,109-67.8% | $4,248-68.8% |
| Participant deferral / active EE | $1,315 | $6,134-78.6% | $5,467-75.9% | $6,531-79.9% |
| Admin fee / account holder | $328 | $18,825-98.3% | $16,047-98.0% | $14,480-97.7% |