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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 | $12,238 | $155,555-92.1% | $146,866-91.7% | $155,188-92.1% |
| Participation rate | 90.9% | 84.0%+7.0pp | 82.5%+8.4pp | 80.8%+10.1pp |
| Annual return | 21.91% | 115.41%-93.5pp | 102.85%-80.9pp | 148.84%-126.9pp |
| Employer contribution / active EE | $2,172 | $4,647-53.3% | $4,425-50.9% | $4,248-48.9% |
| Participant deferral / active EE | $2,463 | $8,044-69.4% | $7,759-68.3% | $6,531-62.3% |
| Admin fee / account holder | $575 | $14,755-96.1% | $13,620-95.8% | $14,480-96.0% |