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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 | $212,386-89.6% | $199,883-89.0% | $138,895-84.1% |
| Participation rate | 81.0% | 87.4%-6.4pp | 86.8%-5.8pp | 79.9%+1.0pp |
| Annual return | 16.71% | 47.75%-31.0pp | 43.81%-27.1pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,718 | $6,625-74.1% | $6,261-72.6% | $4,194-59.0% |
| Participant deferral / active EE | $2,463 | $9,617-74.4% | $9,138-73.1% | $6,396-61.5% |
| Admin fee / account holder | $633 | $18,233-96.5% | $17,268-96.3% | $12,562-95.0% |