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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 | $185,312-93.5% | $161,489-92.5% | $154,746-92.2% |
| Participation rate | 95.0% | 82.5%+12.5pp | 78.7%+16.3pp | 80.7%+14.3pp |
| Annual return | 14.76% | 103.84%-89.1pp | 89.72%-75.0pp | 172.34%-157.6pp |
| Employer contribution / active EE | $4,367 | $4,769-8.4% | $4,268+2.3% | $4,379-0.3% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $791 | $18,654-95.8% | $16,006-95.1% | $14,365-94.5% |