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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 | $11,303 | $201,370-94.4% | $184,256-93.9% | $145,897-92.3% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 16.50% | 29.05%-12.5pp | 28.85%-12.3pp | 552.29%-535.8pp |
| Employer contribution / active EE | $1,606 | $7,024-77.1% | $6,427-75.0% | $4,663-65.5% |
| Participant deferral / active EE | $1,892 | $9,808-80.7% | $9,133-79.3% | $6,689-71.7% |
| Admin fee / account holder | $3,158 | $16,364-80.7% | $13,899-77.3% | $13,390-76.4% |