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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 | $12,917 | $155,555-91.7% | $146,866-91.2% | $155,188-91.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 19.94% | 115.41%-95.5pp | 102.85%-82.9pp | 148.84%-128.9pp |
| Employer contribution / active EE | $1,391 | $4,647-70.1% | $4,425-68.6% | $4,248-67.3% |
| Participant deferral / active EE | $1,500 | $8,044-81.4% | $7,759-80.7% | $6,531-77.0% |
| Admin fee / account holder | $772 | $14,755-94.8% | $13,620-94.3% | $14,480-94.7% |