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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 | $155,555-91.9% | $146,866-91.4% | $155,188-91.8% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.5%+9.2pp | 80.8%+10.9pp |
| Annual return | 16.12% | 115.41%-99.3pp | 102.85%-86.7pp | 148.84%-132.7pp |
| Employer contribution / active EE | $4,032 | $4,647-13.2% | $4,425-8.9% | $4,248-5.1% |
| Participant deferral / active EE | $1,972 | $8,044-75.5% | $7,759-74.6% | $6,531-69.8% |
| Admin fee / account holder | $1,367 | $14,755-90.7% | $13,620-90.0% | $14,480-90.6% |