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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 | $8,194 | $165,361-95.0% | $149,715-94.5% | $158,950-94.8% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 20.65% | 348.24%-327.6pp | 276.66%-256.0pp | 302.91%-282.3pp |
| Employer contribution / active EE | $2,452 | $5,103-52.0% | $4,645-47.2% | $4,762-48.5% |
| Participant deferral / active EE | $2,302 | $7,182-68.0% | $6,842-66.4% | $5,983-61.5% |
| Admin fee / account holder | $7,126 | $10,808-34.1% | $9,310-23.5% | $11,248-36.7% |