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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 | $12,110 | $181,062-93.3% | $158,223-92.3% | $155,188-92.2% |
| Participation rate | 95.0% | 82.7%+12.3pp | 79.2%+15.8pp | 80.8%+14.2pp |
| Annual return | 14.76% | 57.39%-42.6pp | 52.09%-37.3pp | 148.84%-134.1pp |
| Employer contribution / active EE | $4,367 | $4,565-4.3% | $4,109+6.3% | $4,248+2.8% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $791 | $18,825-95.8% | $16,047-95.1% | $14,480-94.5% |