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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 | $11,459 | $185,312-93.8% | $161,489-92.9% | $154,746-92.6% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 17.96% | 103.84%-85.9pp | 89.72%-71.8pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,575 | $4,769-67.0% | $4,268-63.1% | $4,379-64.0% |
| Participant deferral / active EE | $1,692 | $6,350-73.4% | $5,630-70.0% | $6,730-74.9% |
| Admin fee / account holder | $2,512 | $18,654-86.5% | $16,006-84.3% | $14,365-82.5% |