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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 | $17,039 | $162,136-89.5% | $152,301-88.8% | $154,746-89.0% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 21.44% | 91.02%-69.6pp | 80.50%-59.1pp | 172.34%-150.9pp |
| Employer contribution / active EE | $1,327 | $4,890-72.9% | $4,624-71.3% | $4,379-69.7% |
| Participant deferral / active EE | $2,177 | $8,341-73.9% | $8,004-72.8% | $6,730-67.7% |
| Admin fee / account holder | $316 | $15,759-98.0% | $14,398-97.8% | $14,365-97.8% |