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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 | $13,372 | $196,972-93.2% | $182,262-92.7% | $198,609-93.3% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 20.69% | 158.27%-137.6pp | 140.60%-119.9pp | 202.70%-182.0pp |
| Employer contribution / active EE | $1,792 | $5,364-66.6% | $5,046-64.5% | $5,055-64.5% |
| Participant deferral / active EE | $1,792 | $8,643-79.3% | $8,276-78.3% | $6,977-74.3% |
| Admin fee / account holder | $790 | $18,429-95.7% | $16,712-95.3% | $19,030-95.9% |