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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 | $10,833 | $162,136-93.3% | $152,301-92.9% | $154,746-93.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.74% | 91.02%-73.3pp | 80.50%-62.8pp | 172.34%-154.6pp |
| Employer contribution / active EE | $1,970 | $4,890-59.7% | $4,624-57.4% | $4,379-55.0% |
| Participant deferral / active EE | $2,607 | $8,341-68.7% | $8,004-67.4% | $6,730-61.3% |
| Admin fee / account holder | $1,389 | $15,759-91.2% | $14,398-90.4% | $14,365-90.3% |