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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 | $12,707 | $197,637-93.6% | $177,848-92.9% | $158,982-92.0% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 11.00% | 58.77%-47.8pp | 48.33%-37.3pp | 302.99%-292.0pp |
| Employer contribution / active EE | $1,679 | $6,698-74.9% | $5,919-71.6% | $4,763-64.8% |
| Participant deferral / active EE | $2,093 | $8,405-75.1% | $7,714-72.9% | $5,983-65.0% |
| Admin fee / account holder | $1,266 | $15,406-91.8% | $12,431-89.8% | $11,252-88.7% |