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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 | $14,280 | $162,136-91.2% | $152,301-90.6% | $154,746-90.8% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 14.14% | 91.02%-76.9pp | 80.50%-66.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,500 | $4,890-69.3% | $4,624-67.6% | $4,379-65.7% |
| Participant deferral / active EE | $2,591 | $8,341-68.9% | $8,004-67.6% | $6,730-61.5% |
| Admin fee / account holder | $1,761 | $15,759-88.8% | $14,398-87.8% | $14,365-87.7% |