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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 | $25,956 | $201,344-87.1% | $184,243-85.9% | $145,877-82.2% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 24.32% | 29.01%-4.7pp | 28.82%-4.5pp | 551.28%-527.0pp |
| Employer contribution / active EE | $1,542 | $7,022-78.0% | $6,427-76.0% | $4,663-66.9% |
| Participant deferral / active EE | $1,836 | $9,807-81.3% | $9,132-79.9% | $6,691-72.6% |
| Admin fee / account holder | $1,826 | $16,382-88.9% | $13,914-86.9% | $13,402-86.4% |