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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 | $223,823-93.7% | $211,142-93.3% | $154,746-90.9% |
| Participation rate | 85.7% | 87.9%-2.1pp | 87.3%-1.6pp | 80.7%+5.0pp |
| Annual return | 25.14% | 50.39%-25.3pp | 46.84%-21.7pp | 172.34%-147.2pp |
| Employer contribution / active EE | $1,520 | $6,787-77.6% | $6,442-76.4% | $4,379-65.3% |
| Participant deferral / active EE | $2,893 | $9,750-70.3% | $9,284-68.8% | $6,730-57.0% |
| Admin fee / account holder | $1,453 | $19,707-92.6% | $19,076-92.4% | $14,365-89.9% |