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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 | $12,245 | $223,823-94.5% | $211,142-94.2% | $154,746-92.1% |
| Participation rate | 84.6% | 87.9%-3.2pp | 87.3%-2.7pp | 80.7%+3.9pp |
| Annual return | 26.06% | 50.39%-24.3pp | 46.84%-20.8pp | 172.34%-146.3pp |
| Employer contribution / active EE | $1,866 | $6,787-72.5% | $6,442-71.0% | $4,379-57.4% |
| Participant deferral / active EE | $2,988 | $9,750-69.4% | $9,284-67.8% | $6,730-55.6% |
| Admin fee / account holder | $351 | $19,707-98.2% | $19,076-98.2% | $14,365-97.6% |