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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 | $30,701 | $202,342-84.8% | $172,752-82.2% | $152,897-79.9% |
| Participation rate | 94.7% | 87.1%+7.7pp | 82.6%+12.1pp | 82.5%+12.3pp |
| Annual return | 21.12% | 1029.83%-1008.7pp | 802.97%-781.8pp | 345.43%-324.3pp |
| Employer contribution / active EE | $1,340 | $5,858-77.1% | $5,144-73.9% | $4,764-71.9% |
| Participant deferral / active EE | $1,911 | $5,948-67.9% | $5,198-63.2% | $5,851-67.3% |
| Admin fee / account holder | $1,137 | $17,111-93.4% | $13,955-91.9% | $11,599-90.2% |