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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 | $418,230-51.9% | $386,303-47.9% | $461,066-56.3% |
| Participation rate | 75.0% | 90.6%-15.6pp | 87.7%-12.7pp | 87.7%-12.7pp |
| Annual return | 13.02% | 213.00%-200.0pp | 210.04%-197.0pp | 484.84%-471.8pp |
| Employer contribution / active EE | $0 | $11,708-100.0% | $10,842-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $4,114 | $10,032-59.0% | $9,137-55.0% | $6,032-31.8% |
| Admin fee / account holder | $16,412 | $20,326-19.3% | $19,920-17.6% | $28,147-41.7% |