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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 | $14,811 | $201,344-92.6% | $184,243-92.0% | $145,877-89.8% |
| Participation rate | 85.0% | 87.5%-2.5pp | 86.8%-1.8pp | 80.3%+4.7pp |
| Annual return | 10.02% | 29.01%-19.0pp | 28.82%-18.8pp | 551.28%-541.3pp |
| Employer contribution / active EE | $1,485 | $7,022-78.9% | $6,427-76.9% | $4,663-68.2% |
| Participant deferral / active EE | $1,895 | $9,807-80.7% | $9,132-79.2% | $6,691-71.7% |
| Admin fee / account holder | $1,901 | $16,382-88.4% | $13,914-86.3% | $13,402-85.8% |