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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 | $15,664 | $196,972-92.0% | $182,262-91.4% | $198,609-92.1% |
| Participation rate | 82.6% | 85.7%-3.1pp | 84.2%-1.6pp | 82.4%+0.2pp |
| Annual return | 21.23% | 158.27%-137.0pp | 140.60%-119.4pp | 202.70%-181.5pp |
| Employer contribution / active EE | $1,768 | $5,364-67.0% | $5,046-65.0% | $5,055-65.0% |
| Participant deferral / active EE | $2,189 | $8,643-74.7% | $8,276-73.6% | $6,977-68.6% |
| Admin fee / account holder | $494 | $18,429-97.3% | $16,712-97.0% | $19,030-97.4% |