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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 | $10,557 | $156,398-93.2% | $147,318-92.8% | $138,895-92.4% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 14.59% | 78.75%-64.2pp | 70.43%-55.8pp | 145.39%-130.8pp |
| Employer contribution / active EE | $1,559 | $4,853-67.9% | $4,593-66.1% | $4,194-62.8% |
| Participant deferral / active EE | $1,898 | $8,237-77.0% | $7,906-76.0% | $6,396-70.3% |
| Admin fee / account holder | $2,713 | $14,976-81.9% | $13,708-80.2% | $12,562-78.4% |