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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 | $15,175 | $154,228-90.2% | $145,433-89.6% | $137,256-88.9% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 19.96% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,024 | $4,804-57.9% | $4,554-55.6% | $4,156-51.3% |
| Participant deferral / active EE | $2,276 | $8,216-72.3% | $7,897-71.2% | $6,407-64.5% |
| Admin fee / account holder | $1,046 | $14,344-92.7% | $13,129-92.0% | $12,270-91.5% |