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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 | $18,759 | $157,304-88.1% | $141,197-86.7% | $152,909-87.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 18.78% | 64.34%-45.6pp | 71.41%-52.6pp | 345.46%-326.7pp |
| Employer contribution / active EE | $1,597 | $5,263-69.7% | $4,736-66.3% | $4,764-66.5% |
| Participant deferral / active EE | $1,926 | $7,111-72.9% | $6,710-71.3% | $5,851-67.1% |
| Admin fee / account holder | $411 | $12,126-96.6% | $10,265-96.0% | $11,601-96.5% |