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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 | $12,661 | $156,398-91.9% | $147,318-91.4% | $138,895-90.9% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.6pp | 79.9%+11.7pp |
| Annual return | 16.12% | 78.75%-62.6pp | 70.43%-54.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $4,032 | $4,853-16.9% | $4,593-12.2% | $4,194-3.9% |
| Participant deferral / active EE | $1,972 | $8,237-76.1% | $7,906-75.1% | $6,396-69.2% |
| Admin fee / account holder | $1,367 | $14,976-90.9% | $13,708-90.0% | $12,562-89.1% |