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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 | $155,555-92.3% | $146,866-91.8% | $155,188-92.3% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.5%+7.5pp | 80.8%+9.2pp |
| Annual return | 17.22% | 115.41%-98.2pp | 102.85%-85.6pp | 148.84%-131.6pp |
| Employer contribution / active EE | $928 | $4,647-80.0% | $4,425-79.0% | $4,248-78.2% |
| Participant deferral / active EE | $1,036 | $8,044-87.1% | $7,759-86.6% | $6,531-84.1% |
| Admin fee / account holder | $385 | $14,755-97.4% | $13,620-97.2% | $14,480-97.3% |