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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 | $15,240 | $185,312-91.8% | $161,489-90.6% | $154,746-90.2% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 19.49% | 103.84%-84.3pp | 89.72%-70.2pp | 172.34%-152.8pp |
| Employer contribution / active EE | $1,230 | $4,769-74.2% | $4,268-71.2% | $4,379-71.9% |
| Participant deferral / active EE | $1,505 | $6,350-76.3% | $5,630-73.3% | $6,730-77.6% |
| Admin fee / account holder | $489 | $18,654-97.4% | $16,006-96.9% | $14,365-96.6% |