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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 | $18,634 | $275,752-93.2% | $256,809-92.7% | $198,609-90.6% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 13.44% | 34.81%-21.4pp | 32.73%-19.3pp | 202.70%-189.3pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,560 | $10,037-74.5% | $9,520-73.1% | $6,977-63.3% |
| Admin fee / account holder | $5,897 | $25,716-77.1% | $25,146-76.6% | $19,030-69.0% |