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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 | $12,831 | $162,136-92.1% | $152,301-91.6% | $154,746-91.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.53% | 91.02%-70.5pp | 80.50%-60.0pp | 172.34%-151.8pp |
| Employer contribution / active EE | $1,948 | $4,890-60.2% | $4,624-57.9% | $4,379-55.5% |
| Participant deferral / active EE | $2,582 | $8,341-69.0% | $8,004-67.7% | $6,730-61.6% |
| Admin fee / account holder | $1,064 | $15,759-93.2% | $14,398-92.6% | $14,365-92.6% |