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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 | $14,307 | $155,555-90.8% | $146,866-90.3% | $155,188-90.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.24% | 115.41%-96.2pp | 102.85%-83.6pp | 148.84%-129.6pp |
| Employer contribution / active EE | $1,817 | $4,647-60.9% | $4,425-58.9% | $4,248-57.2% |
| Participant deferral / active EE | $2,478 | $8,044-69.2% | $7,759-68.1% | $6,531-62.1% |
| Admin fee / account holder | $2,488 | $14,755-83.1% | $13,620-81.7% | $14,480-82.8% |