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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 | $275,752-92.4% | $256,809-91.8% | $198,609-89.5% |
| Participation rate | 87.5% | 89.2%-1.7pp | 88.5%-1.0pp | 82.4%+5.1pp |
| Annual return | 16.65% | 34.81%-18.2pp | 32.73%-16.1pp | 202.70%-186.0pp |
| Employer contribution / active EE | $2,305 | $7,721-70.2% | $7,263-68.3% | $5,055-54.4% |
| Participant deferral / active EE | $2,875 | $10,037-71.4% | $9,520-69.8% | $6,977-58.8% |
| Admin fee / account holder | $1,724 | $25,716-93.3% | $25,146-93.1% | $19,030-90.9% |