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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 | $201,306 | $538,095-62.6% | $477,111-57.8% | $382,429-47.4% |
| Participation rate | 75.0% | 90.5%-15.5pp | 88.9%-13.9pp | 87.7%-12.7pp |
| Annual return | 13.02% | 104.06%-91.0pp | 101.90%-88.9pp | 248.85%-235.8pp |
| Employer contribution / active EE | $0 | $9,361-100.0% | $8,708-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $4,114 | $7,856-47.6% | $7,539-45.4% | $5,727-28.2% |
| Admin fee / account holder | $16,412 | $48,739-66.3% | $42,132-61.0% | $30,732-46.6% |