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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 | $11,797 | $155,555-92.4% | $146,866-92.0% | $155,188-92.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.5%+6.4pp | 80.8%+8.1pp |
| Annual return | 13.83% | 115.41%-101.6pp | 102.85%-89.0pp | 148.84%-135.0pp |
| Employer contribution / active EE | $1,233 | $4,647-73.5% | $4,425-72.1% | $4,248-71.0% |
| Participant deferral / active EE | $2,026 | $8,044-74.8% | $7,759-73.9% | $6,531-69.0% |
| Admin fee / account holder | $439 | $14,755-97.0% | $13,620-96.8% | $14,480-97.0% |