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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 | $11,301 | $198,457-94.3% | $170,435-93.4% | $147,586-92.3% |
| Participation rate | 95.0% | 88.0%+7.0pp | 83.6%+11.4pp | 82.8%+12.2pp |
| Annual return | 12.37% | 257.30%-244.9pp | 205.94%-193.6pp | 578.59%-566.2pp |
| Employer contribution / active EE | $1,391 | $6,183-77.5% | $5,432-74.4% | $4,876-71.5% |
| Participant deferral / active EE | $1,094 | $5,629-80.6% | $4,939-77.8% | $5,439-79.9% |
| Admin fee / account holder | $686 | $16,852-95.9% | $13,881-95.1% | $10,886-93.7% |