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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 | $15,742 | $162,136-90.3% | $152,301-89.7% | $154,746-89.8% |
| Participation rate | 84.2% | 84.1%+0.1pp | 82.4%+1.8pp | 80.7%+3.5pp |
| Annual return | 20.98% | 91.02%-70.0pp | 80.50%-59.5pp | 172.34%-151.4pp |
| Employer contribution / active EE | $2,009 | $4,890-58.9% | $4,624-56.6% | $4,379-54.1% |
| Participant deferral / active EE | $2,247 | $8,341-73.1% | $8,004-71.9% | $6,730-66.6% |
| Admin fee / account holder | $1,832 | $15,759-88.4% | $14,398-87.3% | $14,365-87.2% |