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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 | $10,625 | $185,905-94.3% | $170,057-93.8% | $139,487-92.4% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.6pp |
| Annual return | 17.35% | 60.56%-43.2pp | 53.42%-36.1pp | 373.84%-356.5pp |
| Employer contribution / active EE | $1,691 | $7,597-77.7% | $6,790-75.1% | $4,755-64.4% |
| Participant deferral / active EE | $363 | $11,627-96.9% | $10,411-96.5% | $6,713-94.6% |
| Admin fee / account holder | $1,586 | $15,397-89.7% | $12,826-87.6% | $11,407-86.1% |