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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 | $21,577 | $185,905-88.4% | $170,057-87.3% | $139,487-84.5% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 21.68% | 60.56%-38.9pp | 53.42%-31.7pp | 373.84%-352.2pp |
| Employer contribution / active EE | $1,910 | $7,597-74.9% | $6,790-71.9% | $4,755-59.8% |
| Participant deferral / active EE | $905 | $11,627-92.2% | $10,411-91.3% | $6,713-86.5% |
| Admin fee / account holder | $549 | $15,397-96.4% | $12,826-95.7% | $11,407-95.2% |