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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 | $10,425 | $155,555-93.3% | $146,866-92.9% | $155,188-93.3% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 22.72% | 115.41%-92.7pp | 102.85%-80.1pp | 148.84%-126.1pp |
| Employer contribution / active EE | $1,824 | $4,647-60.8% | $4,425-58.8% | $4,248-57.1% |
| Participant deferral / active EE | $2,401 | $8,044-70.2% | $7,759-69.1% | $6,531-63.2% |
| Admin fee / account holder | $597 | $14,755-96.0% | $13,620-95.6% | $14,480-95.9% |