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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 | $29,935 | $197,625-84.9% | $177,840-83.2% | $158,966-81.2% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 8.90% | 58.76%-49.9pp | 48.32%-39.4pp | 302.95%-294.0pp |
| Employer contribution / active EE | $1,470 | $6,698-78.1% | $5,919-75.2% | $4,762-69.1% |
| Participant deferral / active EE | $1,475 | $8,405-82.5% | $7,714-80.9% | $5,983-75.3% |
| Admin fee / account holder | $1,108 | $15,405-92.8% | $12,431-91.1% | $11,250-90.1% |