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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 | $16,924 | $209,336-91.9% | $197,124-91.4% | $137,256-87.7% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 14.32% | 48.09%-33.8pp | 44.34%-30.0pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,138 | $6,591-67.6% | $6,227-65.7% | $4,156-48.6% |
| Participant deferral / active EE | $2,668 | $9,614-72.2% | $9,135-70.8% | $6,407-58.4% |
| Admin fee / account holder | $3,808 | $17,308-78.0% | $16,298-76.6% | $12,270-69.0% |