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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 | $17,749 | $223,823-92.1% | $211,142-91.6% | $154,746-88.5% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 11.18% | 50.39%-39.2pp | 46.84%-35.7pp | 172.34%-161.2pp |
| Employer contribution / active EE | $4,692 | $6,787-30.9% | $6,442-27.2% | $4,379+7.1% |
| Participant deferral / active EE | $2,328 | $9,750-76.1% | $9,284-74.9% | $6,730-65.4% |
| Admin fee / account holder | $23,579 | $19,707+19.6% | $19,076+23.6% | $14,365+64.1% |