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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 | $11,509 | $201,372-94.3% | $184,260-93.8% | $145,884-92.1% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.0pp |
| Annual return | 17.85% | 29.04%-11.2pp | 28.84%-11.0pp | 551.85%-534.0pp |
| Employer contribution / active EE | $4,670 | $7,024-33.5% | $6,427-27.3% | $4,662+0.2% |
| Participant deferral / active EE | $2,799 | $9,808-71.5% | $9,133-69.4% | $6,690-58.2% |
| Admin fee / account holder | $532 | $16,362-96.8% | $13,898-96.2% | $13,392-96.0% |