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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 | $13,920 | $171,492-91.9% | $150,734-90.8% | $198,609-93.0% |
| Participation rate | 83.3% | 81.4%+1.9pp | 78.4%+4.9pp | 82.4%+1.0pp |
| Annual return | 20.43% | 804.70%-784.3pp | 600.81%-580.4pp | 202.70%-182.3pp |
| Employer contribution / active EE | $1,661 | $5,470-69.6% | $4,918-66.2% | $5,055-67.2% |
| Participant deferral / active EE | $1,989 | $6,259-68.2% | $5,610-64.5% | $6,977-71.5% |
| Admin fee / account holder | $3,068 | $17,628-82.6% | $14,905-79.4% | $19,030-83.9% |