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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 | $16,355 | $196,972-91.7% | $182,262-91.0% | $198,609-91.8% |
| Participation rate | 85.0% | 85.7%-0.7pp | 84.2%+0.8pp | 82.4%+2.6pp |
| Annual return | 21.73% | 158.27%-136.5pp | 140.60%-118.9pp | 202.70%-181.0pp |
| Employer contribution / active EE | $2,366 | $5,364-55.9% | $5,046-53.1% | $5,055-53.2% |
| Participant deferral / active EE | $3,720 | $8,643-57.0% | $8,276-55.1% | $6,977-46.7% |
| Admin fee / account holder | $1,058 | $18,429-94.3% | $16,712-93.7% | $19,030-94.4% |