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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 | $9,978 | $162,136-93.8% | $152,301-93.4% | $154,746-93.6% |
| Participation rate | 86.7% | 84.1%+2.6pp | 82.4%+4.2pp | 80.7%+6.0pp |
| Annual return | 19.48% | 91.02%-71.5pp | 80.50%-61.0pp | 172.34%-152.9pp |
| Employer contribution / active EE | $2,011 | $4,890-58.9% | $4,624-56.5% | $4,379-54.1% |
| Participant deferral / active EE | $2,566 | $8,341-69.2% | $8,004-67.9% | $6,730-61.9% |
| Admin fee / account holder | $1,486 | $15,759-90.6% | $14,398-89.7% | $14,365-89.7% |