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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 | $17,800 | $209,336-91.5% | $197,124-91.0% | $137,256-87.0% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 13.96% | 48.09%-34.1pp | 44.34%-30.4pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,434 | $6,591-63.1% | $6,227-60.9% | $4,156-41.4% |
| Participant deferral / active EE | $930 | $9,614-90.3% | $9,135-89.8% | $6,407-85.5% |
| Admin fee / account holder | $449 | $17,308-97.4% | $16,298-97.2% | $12,270-96.3% |