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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 | $13,906 | $162,136-91.4% | $152,301-90.9% | $154,746-91.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.27% | 91.02%-71.8pp | 80.50%-61.2pp | 172.34%-153.1pp |
| Employer contribution / active EE | $2,451 | $4,890-49.9% | $4,624-47.0% | $4,379-44.0% |
| Participant deferral / active EE | $2,580 | $8,341-69.1% | $8,004-67.8% | $6,730-61.7% |
| Admin fee / account holder | $3,197 | $15,759-79.7% | $14,398-77.8% | $14,365-77.7% |