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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 | $23,015 | $201,344-88.6% | $184,243-87.5% | $145,877-84.2% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 11.47% | 29.01%-17.5pp | 28.82%-17.3pp | 551.28%-539.8pp |
| Employer contribution / active EE | $1,977 | $7,022-71.8% | $6,427-69.2% | $4,663-57.6% |
| Participant deferral / active EE | $2,148 | $9,807-78.1% | $9,132-76.5% | $6,691-67.9% |
| Admin fee / account holder | $1,898 | $16,382-88.4% | $13,914-86.4% | $13,402-85.8% |