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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 | $156,398-92.0% | $147,318-91.5% | $138,895-91.0% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 22.42% | 78.75%-56.3pp | 70.43%-48.0pp | 145.39%-123.0pp |
| Employer contribution / active EE | $1,048 | $4,853-78.4% | $4,593-77.2% | $4,194-75.0% |
| Participant deferral / active EE | $2,455 | $8,237-70.2% | $7,906-69.0% | $6,396-61.6% |
| Admin fee / account holder | $439 | $14,976-97.1% | $13,708-96.8% | $12,562-96.5% |