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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 | $12,648 | $154,228-91.8% | $145,433-91.3% | $137,256-90.8% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 16.56% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $960 | $4,804-80.0% | $4,554-78.9% | $4,156-76.9% |
| Participant deferral / active EE | $1,402 | $8,216-82.9% | $7,897-82.3% | $6,407-78.1% |
| Admin fee / account holder | $334 | $14,344-97.7% | $13,129-97.5% | $12,270-97.3% |