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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 | $14,885 | $185,312-92.0% | $161,489-90.8% | $154,746-90.4% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 18.06% | 103.84%-85.8pp | 89.72%-71.7pp | 172.34%-154.3pp |
| Employer contribution / active EE | $1,396 | $4,769-70.7% | $4,268-67.3% | $4,379-68.1% |
| Participant deferral / active EE | $127 | $6,350-98.0% | $5,630-97.7% | $6,730-98.1% |
| Admin fee / account holder | $542 | $18,654-97.1% | $16,006-96.6% | $14,365-96.2% |