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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 | $11,460 | $166,131-93.1% | $164,975-93.1% | $145,877-92.1% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 12.45% | 100.37%-87.9pp | 70.12%-57.7pp | 551.28%-538.8pp |
| Employer contribution / active EE | $1,309 | $5,276-75.2% | $4,343-69.9% | $4,663-71.9% |
| Participant deferral / active EE | $1,521 | $6,962-78.2% | $6,033-74.8% | $6,691-77.3% |
| Admin fee / account holder | $1,147 | $16,648-93.1% | $12,688-91.0% | $13,402-91.4% |