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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 | $156,398-91.4% | $147,318-90.8% | $138,895-90.3% |
| Participation rate | 88.2% | 83.8%+4.5pp | 82.1%+6.2pp | 79.9%+8.3pp |
| Annual return | 25.23% | 78.75%-53.5pp | 70.43%-45.2pp | 145.39%-120.2pp |
| Employer contribution / active EE | $2,006 | $4,853-58.7% | $4,593-56.3% | $4,194-52.2% |
| Participant deferral / active EE | $2,414 | $8,237-70.7% | $7,906-69.5% | $6,396-62.3% |
| Admin fee / account holder | $354 | $14,976-97.6% | $13,708-97.4% | $12,562-97.2% |