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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 | $156,398-90.9% | $147,318-90.3% | $138,895-89.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.24% | 78.75%-59.5pp | 70.43%-51.2pp | 145.39%-126.2pp |
| Employer contribution / active EE | $1,817 | $4,853-62.6% | $4,593-60.4% | $4,194-56.7% |
| Participant deferral / active EE | $2,478 | $8,237-69.9% | $7,906-68.7% | $6,396-61.3% |
| Admin fee / account holder | $2,488 | $14,976-83.4% | $13,708-81.9% | $12,562-80.2% |