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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 | $14,522 | $199,109-92.7% | $173,730-91.6% | $154,746-90.6% |
| Participation rate | 94.4% | 82.8%+11.6pp | 79.6%+14.9pp | 80.7%+13.7pp |
| Annual return | 22.31% | 20.02%+2.3pp | 19.96%+2.4pp | 172.34%-150.0pp |
| Employer contribution / active EE | $1,471 | $5,311-72.3% | $4,577-67.9% | $4,379-66.4% |
| Participant deferral / active EE | $2,064 | $7,113-71.0% | $6,326-67.4% | $6,730-69.3% |
| Admin fee / account holder | $425 | $20,916-98.0% | $17,523-97.6% | $14,365-97.0% |