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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 | $12,486 | $155,555-92.0% | $146,866-91.5% | $155,188-92.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 22.42% | 115.41%-93.0pp | 102.85%-80.4pp | 148.84%-126.4pp |
| Employer contribution / active EE | $1,048 | $4,647-77.4% | $4,425-76.3% | $4,248-75.3% |
| Participant deferral / active EE | $2,455 | $8,044-69.5% | $7,759-68.4% | $6,531-62.4% |
| Admin fee / account holder | $439 | $14,755-97.0% | $13,620-96.8% | $14,480-97.0% |