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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 | $20,970 | $165,381-87.3% | $149,730-86.0% | $158,966-86.8% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 13.79% | 348.29%-334.5pp | 276.70%-262.9pp | 302.95%-289.2pp |
| Employer contribution / active EE | $2,622 | $5,104-48.6% | $4,645-43.6% | $4,762-45.0% |
| Participant deferral / active EE | $2,072 | $7,182-71.1% | $6,843-69.7% | $5,983-65.4% |
| Admin fee / account holder | $5,515 | $10,809-49.0% | $9,310-40.8% | $11,250-51.0% |