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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 | $19,781 | $217,432-90.9% | $185,849-89.4% | $167,536-88.2% |
| Participation rate | 95.0% | 86.1%+8.9pp | 81.7%+13.3pp | 82.1%+12.9pp |
| Annual return | 16.20% | 148.42%-132.2pp | 122.10%-105.9pp | 478.82%-462.6pp |
| Employer contribution / active EE | $2,062 | $5,875-64.9% | $5,169-60.1% | $4,839-57.4% |
| Participant deferral / active EE | $357 | $6,357-94.4% | $5,569-93.6% | $6,342-94.4% |
| Admin fee / account holder | $1,845 | $19,818-90.7% | $16,244-88.6% | $12,315-85.0% |