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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 | $27,713 | $209,422-86.8% | $178,503-84.5% | $158,982-82.6% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 14.97% | 188.81%-173.8pp | 151.12%-136.1pp | 302.99%-288.0pp |
| Employer contribution / active EE | $2,410 | $5,707-57.8% | $5,011-51.9% | $4,763-49.4% |
| Participant deferral / active EE | $1,813 | $5,955-69.5% | $5,202-65.1% | $5,983-69.7% |
| Admin fee / account holder | $581 | $17,079-96.6% | $13,987-95.8% | $11,252-94.8% |