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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 | $19,900 | $165,361-88.0% | $149,715-86.7% | $158,950-87.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.79% | 348.24%-325.4pp | 276.66%-253.9pp | 302.91%-280.1pp |
| Employer contribution / active EE | $1,475 | $5,103-71.1% | $4,645-68.2% | $4,762-69.0% |
| Participant deferral / active EE | $1,674 | $7,182-76.7% | $6,842-75.5% | $5,983-72.0% |
| Admin fee / account holder | $532 | $10,808-95.1% | $9,310-94.3% | $11,248-95.3% |