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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 | $162,136-91.8% | $152,301-91.2% | $154,746-91.4% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 20.69% | 91.02%-70.3pp | 80.50%-59.8pp | 172.34%-151.6pp |
| Employer contribution / active EE | $1,792 | $4,890-63.4% | $4,624-61.2% | $4,379-59.1% |
| Participant deferral / active EE | $1,792 | $8,341-78.5% | $8,004-77.6% | $6,730-73.4% |
| Admin fee / account holder | $790 | $15,759-95.0% | $14,398-94.5% | $14,365-94.5% |