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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 | $12,542 | $217,432-94.2% | $185,851-93.3% | $167,553-92.5% |
| Participation rate | 95.0% | 86.1%+8.9pp | 81.7%+13.3pp | 82.1%+12.9pp |
| Annual return | 14.45% | 148.43%-134.0pp | 122.11%-107.7pp | 478.89%-464.4pp |
| Employer contribution / active EE | $2,088 | $5,874-64.5% | $5,168-59.6% | $4,840-56.9% |
| Participant deferral / active EE | $108 | $6,357-98.3% | $5,569-98.1% | $6,343-98.3% |
| Admin fee / account holder | $2,589 | $19,820-86.9% | $16,245-84.1% | $12,316-79.0% |