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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 | $20,348 | $223,823-90.9% | $211,142-90.4% | $154,746-86.9% |
| Participation rate | 85.7% | 87.9%-2.1pp | 87.3%-1.6pp | 80.7%+5.0pp |
| Annual return | 14.05% | 50.39%-36.3pp | 46.84%-32.8pp | 172.34%-158.3pp |
| Employer contribution / active EE | $4,453 | $6,787-34.4% | $6,442-30.9% | $4,379+1.7% |
| Participant deferral / active EE | $3,144 | $9,750-67.8% | $9,284-66.1% | $6,730-53.3% |
| Admin fee / account holder | $3,351 | $19,707-83.0% | $19,076-82.4% | $14,365-76.7% |