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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 | $10,038 | $185,312-94.6% | $161,489-93.8% | $154,746-93.5% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 21.11% | 103.84%-82.7pp | 89.72%-68.6pp | 172.34%-151.2pp |
| Employer contribution / active EE | $996 | $4,769-79.1% | $4,268-76.7% | $4,379-77.2% |
| Participant deferral / active EE | $1,137 | $6,350-82.1% | $5,630-79.8% | $6,730-83.1% |
| Admin fee / account holder | $1,049 | $18,654-94.4% | $16,006-93.4% | $14,365-92.7% |