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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 | $22,430 | $198,461-88.7% | $170,436-86.8% | $147,585-84.8% |
| Participation rate | 76.9% | 88.0%-11.0pp | 83.6%-6.7pp | 82.8%-5.9pp |
| Annual return | 17.21% | 257.30%-240.1pp | 205.94%-188.7pp | 578.57%-561.4pp |
| Employer contribution / active EE | $3,169 | $6,184-48.7% | $5,433-41.7% | $4,876-35.0% |
| Participant deferral / active EE | $544 | $5,629-90.3% | $4,939-89.0% | $5,439-90.0% |
| Admin fee / account holder | $1,788 | $16,852-89.4% | $13,880-87.1% | $10,885-83.6% |