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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 | $27,106 | $196,972-86.2% | $182,262-85.1% | $198,609-86.4% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 15.09% | 158.27%-143.2pp | 140.60%-125.5pp | 202.70%-187.6pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $731 | $8,643-91.5% | $8,276-91.2% | $6,977-89.5% |
| Admin fee / account holder | $825 | $18,429-95.5% | $16,712-95.1% | $19,030-95.7% |