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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 | $11,928 | $183,516-93.5% | $155,534-92.3% | $145,884-91.8% |
| Participation rate | 81.3% | 82.7%-1.5pp | 78.2%+3.0pp | 80.3%+0.9pp |
| Annual return | 10.24% | 61.43%-51.2pp | 64.92%-54.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $1,094 | $5,315-79.4% | $4,675-76.6% | $4,662-76.5% |
| Participant deferral / active EE | $1,420 | $6,467-78.0% | $5,630-74.8% | $6,690-78.8% |
| Admin fee / account holder | $765 | $19,293-96.0% | $15,900-95.2% | $13,392-94.3% |