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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 | $11,033 | $199,109-94.5% | $173,730-93.6% | $154,746-92.9% |
| Participation rate | 82.4% | 82.8%-0.5pp | 79.6%+2.8pp | 80.7%+1.7pp |
| Annual return | 55.34% | 20.02%+35.3pp | 19.96%+35.4pp | 172.34%-117.0pp |
| Employer contribution / active EE | $4,556 | $5,311-14.2% | $4,577-0.5% | $4,379+4.0% |
| Participant deferral / active EE | $1,307 | $7,113-81.6% | $6,326-79.3% | $6,730-80.6% |
| Admin fee / account holder | $762 | $20,916-96.4% | $17,523-95.6% | $14,365-94.7% |