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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 | $212,386-92.0% | $199,883-91.5% | $138,895-87.8% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.8%+0.7pp | 79.9%+7.6pp |
| Annual return | 14.32% | 47.75%-33.4pp | 43.81%-29.5pp | 145.39%-131.1pp |
| Employer contribution / active EE | $2,138 | $6,625-67.7% | $6,261-65.9% | $4,194-49.0% |
| Participant deferral / active EE | $2,668 | $9,617-72.3% | $9,138-70.8% | $6,396-58.3% |
| Admin fee / account holder | $3,808 | $18,233-79.1% | $17,268-77.9% | $12,562-69.7% |