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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 | $20,933 | $209,336-90.0% | $197,124-89.4% | $137,256-84.7% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 16.65% | 48.09%-31.4pp | 44.34%-27.7pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,305 | $6,591-65.0% | $6,227-63.0% | $4,156-44.5% |
| Participant deferral / active EE | $2,875 | $9,614-70.1% | $9,135-68.5% | $6,407-55.1% |
| Admin fee / account holder | $1,724 | $17,308-90.0% | $16,298-89.4% | $12,270-85.9% |