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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 | $17,644 | $144,130-87.8% | $117,861-85.0% | $147,586-88.0% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 20.06% | 531.20%-511.1pp | 335.11%-315.0pp | 578.59%-558.5pp |
| Employer contribution / active EE | $1,228 | $4,897-74.9% | $3,786-67.6% | $4,876-74.8% |
| Participant deferral / active EE | $1,456 | $5,316-72.6% | $4,482-67.5% | $5,439-73.2% |
| Admin fee / account holder | $1,597 | $10,887-85.3% | $8,021-80.1% | $10,886-85.3% |