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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 | $13,528 | $154,228-91.2% | $145,433-90.7% | $137,256-90.1% |
| Participation rate | 88.2% | 83.8%+4.4pp | 82.1%+6.1pp | 80.0%+8.3pp |
| Annual return | 25.23% | 74.59%-49.4pp | 66.58%-41.3pp | 220.34%-195.1pp |
| Employer contribution / active EE | $2,006 | $4,804-58.2% | $4,554-56.0% | $4,156-51.7% |
| Participant deferral / active EE | $2,414 | $8,216-70.6% | $7,897-69.4% | $6,407-62.3% |
| Admin fee / account holder | $354 | $14,344-97.5% | $13,129-97.3% | $12,270-97.1% |