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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 | $32,111 | $198,457-83.8% | $170,435-81.2% | $147,586-78.2% |
| Participation rate | 86.7% | 88.0%-1.3pp | 83.6%+3.1pp | 82.8%+3.8pp |
| Annual return | 12.26% | 257.30%-245.0pp | 205.94%-193.7pp | 578.59%-566.3pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $991 | $5,629-82.4% | $4,939-79.9% | $5,439-81.8% |
| Admin fee / account holder | $850 | $16,852-95.0% | $13,881-93.9% | $10,886-92.2% |