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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 | $15,368 | $183,592-91.6% | $155,567-90.1% | $145,959-89.5% |
| Participation rate | 81.3% | 82.7%-1.4pp | 78.2%+3.1pp | 80.3%+1.0pp |
| Annual return | 10.59% | 61.24%-50.6pp | 64.74%-54.1pp | 561.95%-551.4pp |
| Employer contribution / active EE | $1,736 | $5,315-67.3% | $4,674-62.9% | $4,661-62.8% |
| Participant deferral / active EE | $1,809 | $6,464-72.0% | $5,628-67.9% | $6,689-73.0% |
| Admin fee / account holder | $325 | $19,318-98.3% | $15,916-98.0% | $13,398-97.6% |