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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 | $13,250 | $183,516-92.8% | $155,534-91.5% | $145,884-90.9% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 11.63% | 61.43%-49.8pp | 64.92%-53.3pp | 551.85%-540.2pp |
| Employer contribution / active EE | $1,223 | $5,315-77.0% | $4,675-73.8% | $4,662-73.8% |
| Participant deferral / active EE | $1,697 | $6,467-73.8% | $5,630-69.9% | $6,690-74.6% |
| Admin fee / account holder | $1,025 | $19,293-94.7% | $15,900-93.6% | $13,392-92.3% |