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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 | $24,418 | $196,972-87.6% | $182,262-86.6% | $198,609-87.7% |
| Participation rate | 87.5% | 85.7%+1.8pp | 84.2%+3.3pp | 82.4%+5.1pp |
| Annual return | 20.30% | 158.27%-138.0pp | 140.60%-120.3pp | 202.70%-182.4pp |
| Employer contribution / active EE | $1,834 | $5,364-65.8% | $5,046-63.7% | $5,055-63.7% |
| Participant deferral / active EE | $3,408 | $8,643-60.6% | $8,276-58.8% | $6,977-51.2% |
| Admin fee / account holder | $626 | $18,429-96.6% | $16,712-96.3% | $19,030-96.7% |