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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 | $13,054 | $185,312-93.0% | $161,489-91.9% | $154,746-91.6% |
| Participation rate | 86.4% | 82.5%+3.9pp | 78.7%+7.7pp | 80.7%+5.7pp |
| Annual return | 16.79% | 103.84%-87.1pp | 89.72%-72.9pp | 172.34%-155.6pp |
| Employer contribution / active EE | $1,999 | $4,769-58.1% | $4,268-53.2% | $4,379-54.4% |
| Participant deferral / active EE | $1,391 | $6,350-78.1% | $5,630-75.3% | $6,730-79.3% |
| Admin fee / account holder | $6,907 | $18,654-63.0% | $16,006-56.8% | $14,365-51.9% |