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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 | $17,285 | $139,948-87.6% | $121,663-85.8% | $154,746-88.8% |
| Participation rate | 83.3% | 78.0%+5.3pp | 74.5%+8.8pp | 80.7%+2.6pp |
| Annual return | 19.49% | 230.52%-211.0pp | 147.54%-128.1pp | 172.34%-152.8pp |
| Employer contribution / active EE | $956 | $3,521-72.8% | $3,020-68.3% | $4,379-78.2% |
| Participant deferral / active EE | $1,603 | $5,629-71.5% | $4,887-67.2% | $6,730-76.2% |
| Admin fee / account holder | $1,713 | $17,321-90.1% | $14,289-88.0% | $14,365-88.1% |