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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 | $30,857 | $196,972-84.3% | $182,262-83.1% | $198,609-84.5% |
| Participation rate | 88.9% | 85.7%+3.2pp | 84.2%+4.7pp | 82.4%+6.5pp |
| Annual return | 21.85% | 158.27%-136.4pp | 140.60%-118.7pp | 202.70%-180.9pp |
| Employer contribution / active EE | $3,248 | $5,364-39.4% | $5,046-35.6% | $5,055-35.7% |
| Participant deferral / active EE | $3,248 | $8,643-62.4% | $8,276-60.8% | $6,977-53.4% |
| Admin fee / account holder | $628 | $18,429-96.6% | $16,712-96.2% | $19,030-96.7% |