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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 | $16,067 | $209,425-92.3% | $178,499-91.0% | $158,966-89.9% |
| Participation rate | 84.2% | 86.4%-2.1pp | 81.9%+2.3pp | 82.0%+2.2pp |
| Annual return | 18.99% | 188.80%-169.8pp | 151.10%-132.1pp | 302.95%-284.0pp |
| Employer contribution / active EE | $1,201 | $5,707-79.0% | $5,011-76.0% | $4,762-74.8% |
| Participant deferral / active EE | $1,414 | $5,955-76.3% | $5,202-72.8% | $5,983-76.4% |
| Admin fee / account holder | $327 | $17,078-98.1% | $13,986-97.7% | $11,250-97.1% |