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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 | $10,009 | $181,062-94.5% | $158,223-93.7% | $155,188-93.6% |
| Participation rate | 88.9% | 82.7%+6.2pp | 79.2%+9.7pp | 80.8%+8.1pp |
| Annual return | 12.93% | 57.39%-44.5pp | 52.09%-39.2pp | 148.84%-135.9pp |
| Employer contribution / active EE | $1,424 | $4,565-68.8% | $4,109-65.3% | $4,248-66.5% |
| Participant deferral / active EE | $1,731 | $6,134-71.8% | $5,467-68.3% | $6,531-73.5% |
| Admin fee / account holder | $6,034 | $18,825-67.9% | $16,047-62.4% | $14,480-58.3% |