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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 | $29,938 | $223,823-86.6% | $211,142-85.8% | $154,746-80.7% |
| Participation rate | 72.7% | 87.9%-15.1pp | 87.3%-14.6pp | 80.7%-8.0pp |
| Annual return | 17.97% | 50.39%-32.4pp | 46.84%-28.9pp | 172.34%-154.4pp |
| Employer contribution / active EE | $2,211 | $6,787-67.4% | $6,442-65.7% | $4,379-49.5% |
| Participant deferral / active EE | $2,589 | $9,750-73.4% | $9,284-72.1% | $6,730-61.5% |
| Admin fee / account holder | $1,407 | $19,707-92.9% | $19,076-92.6% | $14,365-90.2% |