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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 | $11,983 | $162,136-92.6% | $152,301-92.1% | $154,746-92.3% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 17.22% | 91.02%-73.8pp | 80.50%-63.3pp | 172.34%-155.1pp |
| Employer contribution / active EE | $928 | $4,890-81.0% | $4,624-79.9% | $4,379-78.8% |
| Participant deferral / active EE | $1,036 | $8,341-87.6% | $8,004-87.1% | $6,730-84.6% |
| Admin fee / account holder | $385 | $15,759-97.6% | $14,398-97.3% | $14,365-97.3% |