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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 | $11,899 | $162,136-92.7% | $152,301-92.2% | $154,746-92.3% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 18.57% | 91.02%-72.5pp | 80.50%-61.9pp | 172.34%-153.8pp |
| Employer contribution / active EE | $1,150 | $4,890-76.5% | $4,624-75.1% | $4,379-73.7% |
| Participant deferral / active EE | $1,634 | $8,341-80.4% | $8,004-79.6% | $6,730-75.7% |
| Admin fee / account holder | $424 | $15,759-97.3% | $14,398-97.1% | $14,365-97.0% |