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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 | $10,830 | $155,555-93.0% | $146,866-92.6% | $155,188-93.0% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 15.45% | 115.41%-100.0pp | 102.85%-87.4pp | 148.84%-133.4pp |
| Employer contribution / active EE | $1,278 | $4,647-72.5% | $4,425-71.1% | $4,248-69.9% |
| Participant deferral / active EE | $1,474 | $8,044-81.7% | $7,759-81.0% | $6,531-77.4% |
| Admin fee / account holder | $324 | $14,755-97.8% | $13,620-97.6% | $14,480-97.8% |