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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 | $17,297 | $198,457-91.3% | $170,435-89.9% | $147,586-88.3% |
| Participation rate | 84.6% | 88.0%-3.4pp | 83.6%+1.0pp | 82.8%+1.8pp |
| Annual return | 15.09% | 257.30%-242.2pp | 205.94%-190.8pp | 578.59%-563.5pp |
| Employer contribution / active EE | $2,409 | $6,183-61.0% | $5,432-55.7% | $4,876-50.6% |
| Participant deferral / active EE | $90 | $5,629-98.4% | $4,939-98.2% | $5,439-98.3% |
| Admin fee / account holder | $684 | $16,852-95.9% | $13,881-95.1% | $10,886-93.7% |