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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 | $185,312-94.6% | $161,489-93.8% | $154,746-93.5% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 12.93% | 103.84%-90.9pp | 89.72%-76.8pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,424 | $4,769-70.1% | $4,268-66.6% | $4,379-67.5% |
| Participant deferral / active EE | $1,731 | $6,350-72.7% | $5,630-69.2% | $6,730-74.3% |
| Admin fee / account holder | $6,034 | $18,654-67.7% | $16,006-62.3% | $14,365-58.0% |