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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 | $217,392-94.2% | $185,818-93.3% | $167,497-92.5% |
| Participation rate | 95.0% | 86.0%+9.0pp | 81.7%+13.3pp | 82.1%+12.9pp |
| Annual return | 14.45% | 148.37%-133.9pp | 122.06%-107.6pp | 478.62%-464.2pp |
| Employer contribution / active EE | $2,088 | $5,873-64.5% | $5,168-59.6% | $4,838-56.8% |
| Participant deferral / active EE | $108 | $6,357-98.3% | $5,568-98.1% | $6,341-98.3% |
| Admin fee / account holder | $2,589 | $19,813-86.9% | $16,239-84.1% | $12,310-79.0% |