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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 | $20,923 | $209,422-90.0% | $178,503-88.3% | $158,982-86.8% |
| Participation rate | 76.2% | 86.4%-10.2pp | 81.9%-5.7pp | 82.0%-5.8pp |
| Annual return | 12.15% | 188.81%-176.7pp | 151.12%-139.0pp | 302.99%-290.8pp |
| Employer contribution / active EE | $1,691 | $5,707-70.4% | $5,011-66.3% | $4,763-64.5% |
| Participant deferral / active EE | $570 | $5,955-90.4% | $5,202-89.0% | $5,983-90.5% |
| Admin fee / account holder | $587 | $17,079-96.6% | $13,987-95.8% | $11,252-94.8% |