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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 | $19,826 | $165,399-88.0% | $149,745-86.8% | $158,982-87.5% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 10.27% | 348.34%-338.1pp | 276.72%-266.5pp | 302.99%-292.7pp |
| Employer contribution / active EE | $1,601 | $5,105-68.6% | $4,646-65.5% | $4,763-66.4% |
| Participant deferral / active EE | $1,945 | $7,183-72.9% | $6,843-71.6% | $5,983-67.5% |
| Admin fee / account holder | $1,919 | $10,811-82.3% | $9,312-79.4% | $11,252-82.9% |