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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 | $14,051 | $209,336-93.3% | $197,124-92.9% | $137,256-89.8% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 25.14% | 48.09%-23.0pp | 44.34%-19.2pp | 220.34%-195.2pp |
| Employer contribution / active EE | $1,520 | $6,591-76.9% | $6,227-75.6% | $4,156-63.4% |
| Participant deferral / active EE | $2,893 | $9,614-69.9% | $9,135-68.3% | $6,407-54.8% |
| Admin fee / account holder | $1,453 | $17,308-91.6% | $16,298-91.1% | $12,270-88.2% |