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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 | $13,105 | $183,516-92.9% | $155,534-91.6% | $145,884-91.0% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 14.20% | 61.43%-47.2pp | 64.92%-50.7pp | 551.85%-537.7pp |
| Employer contribution / active EE | $1,474 | $5,315-72.3% | $4,675-68.5% | $4,662-68.4% |
| Participant deferral / active EE | $1,474 | $6,467-77.2% | $5,630-73.8% | $6,690-78.0% |
| Admin fee / account holder | $4,667 | $19,293-75.8% | $15,900-70.6% | $13,392-65.2% |