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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 | $14,190 | $129,737-89.1% | $119,126-88.1% | $154,746-90.8% |
| Participation rate | 81.0% | 78.9%+2.1pp | 75.8%+5.2pp | 80.7%+0.3pp |
| Annual return | 18.37% | 379.08%-360.7pp | 282.11%-263.7pp | 172.34%-154.0pp |
| Employer contribution / active EE | $1,431 | $4,375-67.3% | $4,034-64.5% | $4,379-67.3% |
| Participant deferral / active EE | $1,771 | $5,842-69.7% | $5,318-66.7% | $6,730-73.7% |
| Admin fee / account holder | $1,018 | $11,961-91.5% | $10,693-90.5% | $14,365-92.9% |