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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 | $13,372 | $154,228-91.3% | $145,433-90.8% | $137,256-90.3% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 20.69% | 74.59%-53.9pp | 66.58%-45.9pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,792 | $4,804-62.7% | $4,554-60.7% | $4,156-56.9% |
| Participant deferral / active EE | $1,792 | $8,216-78.2% | $7,897-77.3% | $6,407-72.0% |
| Admin fee / account holder | $790 | $14,344-94.5% | $13,129-94.0% | $12,270-93.6% |