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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 | $21,026 | $197,637-89.4% | $177,848-88.2% | $158,982-86.8% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.7%-5.9pp | 82.0%-0.1pp |
| Annual return | 18.28% | 58.77%-40.5pp | 48.33%-30.0pp | 302.99%-284.7pp |
| Employer contribution / active EE | $1,899 | $6,698-71.7% | $5,919-67.9% | $4,763-60.1% |
| Participant deferral / active EE | $2,586 | $8,405-69.2% | $7,714-66.5% | $5,983-56.8% |
| Admin fee / account holder | $2,126 | $15,406-86.2% | $12,431-82.9% | $11,252-81.1% |