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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 | $12,331 | $223,823-94.5% | $211,142-94.2% | $154,746-92.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 12.43% | 50.39%-38.0pp | 46.84%-34.4pp | 172.34%-159.9pp |
| Employer contribution / active EE | $1,687 | $6,787-75.1% | $6,442-73.8% | $4,379-61.5% |
| Participant deferral / active EE | $2,114 | $9,750-78.3% | $9,284-77.2% | $6,730-68.6% |
| Admin fee / account holder | $2,936 | $19,707-85.1% | $19,076-84.6% | $14,365-79.6% |