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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 | $23,074 | $196,972-88.3% | $182,262-87.3% | $198,609-88.4% |
| Participation rate | 87.5% | 85.7%+1.8pp | 84.2%+3.3pp | 82.4%+5.1pp |
| Annual return | 19.03% | 158.27%-139.2pp | 140.60%-121.6pp | 202.70%-183.7pp |
| Employer contribution / active EE | $2,185 | $5,364-59.3% | $5,046-56.7% | $5,055-56.8% |
| Participant deferral / active EE | $3,009 | $8,643-65.2% | $8,276-63.7% | $6,977-56.9% |
| Admin fee / account holder | $3,150 | $18,429-82.9% | $16,712-81.2% | $19,030-83.4% |