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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 | $12,710 | $154,228-91.8% | $145,433-91.3% | $137,256-90.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 34.71% | 74.59%-39.9pp | 66.58%-31.9pp | 220.34%-185.6pp |
| Employer contribution / active EE | $1,403 | $4,804-70.8% | $4,554-69.2% | $4,156-66.2% |
| Participant deferral / active EE | $1,664 | $8,216-79.8% | $7,897-78.9% | $6,407-74.0% |
| Admin fee / account holder | $1,254 | $14,344-91.3% | $13,129-90.4% | $12,270-89.8% |