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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 | $12,846 | $181,062-92.9% | $158,223-91.9% | $155,188-91.7% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 16.23% | 57.39%-41.2pp | 52.09%-35.9pp | 148.84%-132.6pp |
| Employer contribution / active EE | $987 | $4,565-78.4% | $4,109-76.0% | $4,248-76.8% |
| Participant deferral / active EE | $1,441 | $6,134-76.5% | $5,467-73.7% | $6,531-77.9% |
| Admin fee / account holder | $2,223 | $18,825-88.2% | $16,047-86.2% | $14,480-84.7% |