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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 | $18,591 | $217,432-91.4% | $185,851-90.0% | $167,553-88.9% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 9.82% | 148.43%-138.6pp | 122.11%-112.3pp | 478.89%-469.1pp |
| Employer contribution / active EE | $2,178 | $5,874-62.9% | $5,168-57.9% | $4,840-55.0% |
| Participant deferral / active EE | $1,451 | $6,357-77.2% | $5,569-73.9% | $6,343-77.1% |
| Admin fee / account holder | $14,565 | $19,820-26.5% | $16,245-10.3% | $12,316+18.3% |