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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 | $223,823-90.6% | $211,142-90.1% | $154,746-86.5% |
| Participation rate | 87.5% | 87.9%-0.4pp | 87.3%+0.2pp | 80.7%+6.8pp |
| Annual return | 16.65% | 50.39%-33.7pp | 46.84%-30.2pp | 172.34%-155.7pp |
| Employer contribution / active EE | $2,305 | $6,787-66.0% | $6,442-64.2% | $4,379-47.4% |
| Participant deferral / active EE | $2,875 | $9,750-70.5% | $9,284-69.0% | $6,730-57.3% |
| Admin fee / account holder | $1,724 | $19,707-91.2% | $19,076-91.0% | $14,365-88.0% |