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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 | $14,817 | $142,354-89.6% | $125,529-88.2% | $155,188-90.5% |
| Participation rate | 86.7% | 78.1%+8.6pp | 74.7%+11.9pp | 80.8%+5.9pp |
| Annual return | 19.87% | 306.06%-286.2pp | 202.56%-182.7pp | 148.84%-129.0pp |
| Employer contribution / active EE | $1,409 | $3,501-59.8% | $3,058-53.9% | $4,248-66.8% |
| Participant deferral / active EE | $1,563 | $5,491-71.5% | $4,813-67.5% | $6,531-76.1% |
| Admin fee / account holder | $3,156 | $19,392-83.7% | $16,298-80.6% | $14,480-78.2% |