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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 | $14,575 | $162,136-91.0% | $152,301-90.4% | $154,746-90.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.52% | 91.02%-75.5pp | 80.50%-65.0pp | 172.34%-156.8pp |
| Employer contribution / active EE | $992 | $4,890-79.7% | $4,624-78.6% | $4,379-77.4% |
| Participant deferral / active EE | $1,584 | $8,341-81.0% | $8,004-80.2% | $6,730-76.5% |
| Admin fee / account holder | $1,968 | $15,759-87.5% | $14,398-86.3% | $14,365-86.3% |