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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 | $26,198 | $217,432-88.0% | $185,851-85.9% | $167,553-84.4% |
| Participation rate | 93.8% | 86.1%+7.7pp | 81.7%+12.0pp | 82.1%+11.6pp |
| Annual return | 11.85% | 148.43%-136.6pp | 122.11%-110.3pp | 478.89%-467.0pp |
| Employer contribution / active EE | $1,995 | $5,874-66.0% | $5,168-61.4% | $4,840-58.8% |
| Participant deferral / active EE | $1,651 | $6,357-74.0% | $5,569-70.4% | $6,343-74.0% |
| Admin fee / account holder | $4,224 | $19,820-78.7% | $16,245-74.0% | $12,316-65.7% |