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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 | $13,121 | $209,336-93.7% | $197,124-93.3% | $137,256-90.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.05% | 48.09%-36.0pp | 44.34%-32.3pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,455 | $6,591-77.9% | $6,227-76.6% | $4,156-65.0% |
| Participant deferral / active EE | $2,448 | $9,614-74.5% | $9,135-73.2% | $6,407-61.8% |
| Admin fee / account holder | $1,392 | $17,308-92.0% | $16,298-91.5% | $12,270-88.7% |