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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 | $10,055 | $155,555-93.5% | $146,866-93.2% | $155,188-93.5% |
| Participation rate | 90.9% | 84.0%+7.0pp | 82.5%+8.4pp | 80.8%+10.1pp |
| Annual return | 16.48% | 115.41%-98.9pp | 102.85%-86.4pp | 148.84%-132.4pp |
| Employer contribution / active EE | $961 | $4,647-79.3% | $4,425-78.3% | $4,248-77.4% |
| Participant deferral / active EE | $1,314 | $8,044-83.7% | $7,759-83.1% | $6,531-79.9% |
| Admin fee / account holder | $383 | $14,755-97.4% | $13,620-97.2% | $14,480-97.4% |