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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 | $21,170 | $198,457-89.3% | $170,435-87.6% | $147,586-85.7% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 15.45% | 257.30%-241.9pp | 205.94%-190.5pp | 578.59%-563.1pp |
| Employer contribution / active EE | $2,105 | $6,183-66.0% | $5,432-61.3% | $4,876-56.8% |
| Participant deferral / active EE | $522 | $5,629-90.7% | $4,939-89.4% | $5,439-90.4% |
| Admin fee / account holder | $1,169 | $16,852-93.1% | $13,881-91.6% | $10,886-89.3% |