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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 | $12,442 | $199,109-93.8% | $173,730-92.8% | $154,746-92.0% |
| Participation rate | 88.2% | 82.8%+5.4pp | 79.6%+8.7pp | 80.7%+7.5pp |
| Annual return | 32.10% | 20.02%+12.1pp | 19.96%+12.1pp | 172.34%-140.2pp |
| Employer contribution / active EE | $1,562 | $5,311-70.6% | $4,577-65.9% | $4,379-64.3% |
| Participant deferral / active EE | $1,925 | $7,113-72.9% | $6,326-69.6% | $6,730-71.4% |
| Admin fee / account holder | $687 | $20,916-96.7% | $17,523-96.1% | $14,365-95.2% |