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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 | $156,398-91.4% | $147,318-90.9% | $138,895-90.4% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 20.69% | 78.75%-58.1pp | 70.43%-49.7pp | 145.39%-124.7pp |
| Employer contribution / active EE | $1,792 | $4,853-63.1% | $4,593-61.0% | $4,194-57.3% |
| Participant deferral / active EE | $1,792 | $8,237-78.2% | $7,906-77.3% | $6,396-72.0% |
| Admin fee / account holder | $790 | $14,976-94.7% | $13,708-94.2% | $12,562-93.7% |