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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 | $12,980 | $223,823-94.2% | $211,142-93.9% | $154,746-91.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 23.26% | 50.39%-27.1pp | 46.84%-23.6pp | 172.34%-149.1pp |
| Employer contribution / active EE | $1,663 | $6,787-75.5% | $6,442-74.2% | $4,379-62.0% |
| Participant deferral / active EE | $1,139 | $9,750-88.3% | $9,284-87.7% | $6,730-83.1% |
| Admin fee / account holder | $667 | $19,707-96.6% | $19,076-96.5% | $14,365-95.4% |