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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 | $10,425 | $162,136-93.6% | $152,301-93.2% | $154,746-93.3% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 22.72% | 91.02%-68.3pp | 80.50%-57.8pp | 172.34%-149.6pp |
| Employer contribution / active EE | $1,824 | $4,890-62.7% | $4,624-60.6% | $4,379-58.4% |
| Participant deferral / active EE | $2,401 | $8,341-71.2% | $8,004-70.0% | $6,730-64.3% |
| Admin fee / account holder | $597 | $15,759-96.2% | $14,398-95.9% | $14,365-95.8% |