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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 | $18,628 | $165,399-88.7% | $149,745-87.6% | $158,982-88.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 31.21% | 348.34%-317.1pp | 276.72%-245.5pp | 302.99%-271.8pp |
| Employer contribution / active EE | $1,937 | $5,105-62.1% | $4,646-58.3% | $4,763-59.3% |
| Participant deferral / active EE | $1,195 | $7,183-83.4% | $6,843-82.5% | $5,983-80.0% |
| Admin fee / account holder | $1,445 | $10,811-86.6% | $9,312-84.5% | $11,252-87.2% |