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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 | $22,067 | $209,336-89.5% | $197,124-88.8% | $137,256-83.9% |
| Participation rate | 81.0% | 87.3%-6.4pp | 86.7%-5.8pp | 80.0%+1.0pp |
| Annual return | 16.71% | 48.09%-31.4pp | 44.34%-27.6pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,718 | $6,591-73.9% | $6,227-72.4% | $4,156-58.7% |
| Participant deferral / active EE | $2,463 | $9,614-74.4% | $9,135-73.0% | $6,407-61.6% |
| Admin fee / account holder | $633 | $17,308-96.3% | $16,298-96.1% | $12,270-94.8% |