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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 | $19,586 | $185,856-89.5% | $170,028-88.5% | $139,456-86.0% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 14.10% | 60.52%-46.4pp | 53.39%-39.3pp | 373.45%-359.3pp |
| Employer contribution / active EE | $1,653 | $7,593-78.2% | $6,788-75.6% | $4,753-65.2% |
| Participant deferral / active EE | $2,074 | $11,623-82.2% | $10,409-80.1% | $6,711-69.1% |
| Admin fee / account holder | $12,493 | $15,387-18.8% | $12,820-2.6% | $11,407+9.5% |