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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 | $209,336-94.1% | $197,124-93.7% | $137,256-91.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.43% | 48.09%-35.7pp | 44.34%-31.9pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,687 | $6,591-74.4% | $6,227-72.9% | $4,156-59.4% |
| Participant deferral / active EE | $2,114 | $9,614-78.0% | $9,135-76.9% | $6,407-67.0% |
| Admin fee / account holder | $2,936 | $17,308-83.0% | $16,298-82.0% | $12,270-76.1% |