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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 | $23,429 | $197,625-88.1% | $177,840-86.8% | $158,966-85.3% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 16.19% | 58.76%-42.6pp | 48.32%-32.1pp | 302.95%-286.8pp |
| Employer contribution / active EE | $1,935 | $6,698-71.1% | $5,919-67.3% | $4,762-59.4% |
| Participant deferral / active EE | $2,042 | $8,405-75.7% | $7,714-73.5% | $5,983-65.9% |
| Admin fee / account holder | $1,896 | $15,405-87.7% | $12,431-84.7% | $11,250-83.1% |