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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 | $23,004 | $209,336-89.0% | $197,124-88.3% | $137,256-83.2% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 11.91% | 48.09%-36.2pp | 44.34%-32.4pp | 220.34%-208.4pp |
| Employer contribution / active EE | $3,232 | $6,591-51.0% | $6,227-48.1% | $4,156-22.2% |
| Participant deferral / active EE | $1,347 | $9,614-86.0% | $9,135-85.2% | $6,407-79.0% |
| Admin fee / account holder | $5,162 | $17,308-70.2% | $16,298-68.3% | $12,270-57.9% |