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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 | $10,460 | $129,737-91.9% | $119,126-91.2% | $154,746-93.2% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 19.25% | 379.08%-359.8pp | 282.11%-262.9pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,464 | $4,375-66.5% | $4,034-63.7% | $4,379-66.6% |
| Participant deferral / active EE | $1,753 | $5,842-70.0% | $5,318-67.0% | $6,730-74.0% |
| Admin fee / account holder | $2,899 | $11,961-75.8% | $10,693-72.9% | $14,365-79.8% |