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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 | $17,889 | $201,370-91.1% | $184,256-90.3% | $145,897-87.7% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 20.01% | 29.05%-9.0pp | 28.85%-8.8pp | 552.29%-532.3pp |
| Employer contribution / active EE | $9,768 | $7,024+39.1% | $6,427+52.0% | $4,663+109.5% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,009 | $16,364-93.8% | $13,899-92.7% | $13,390-92.5% |