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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 | $22,709 | $223,823-89.9% | $211,142-89.2% | $154,746-85.3% |
| Participation rate | 87.5% | 87.9%-0.4pp | 87.3%+0.2pp | 80.7%+6.8pp |
| Annual return | 26.30% | 50.39%-24.1pp | 46.84%-20.5pp | 172.34%-146.0pp |
| Employer contribution / active EE | $2,241 | $6,787-67.0% | $6,442-65.2% | $4,379-48.8% |
| Participant deferral / active EE | $2,682 | $9,750-72.5% | $9,284-71.1% | $6,730-60.2% |
| Admin fee / account holder | $364 | $19,707-98.2% | $19,076-98.1% | $14,365-97.5% |