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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 | $12,429 | $185,312-93.3% | $161,489-92.3% | $154,746-92.0% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 17.94% | 103.84%-85.9pp | 89.72%-71.8pp | 172.34%-154.4pp |
| Employer contribution / active EE | $2,200 | $4,769-53.9% | $4,268-48.5% | $4,379-49.8% |
| Participant deferral / active EE | $673 | $6,350-89.4% | $5,630-88.1% | $6,730-90.0% |
| Admin fee / account holder | $931 | $18,654-95.0% | $16,006-94.2% | $14,365-93.5% |