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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 | $18,151 | $217,432-91.7% | $185,849-90.2% | $167,536-89.2% |
| Participation rate | 82.6% | 86.1%-3.4pp | 81.7%+0.9pp | 82.1%+0.5pp |
| Annual return | 12.43% | 148.42%-136.0pp | 122.10%-109.7pp | 478.82%-466.4pp |
| Employer contribution / active EE | $1,891 | $5,875-67.8% | $5,169-63.4% | $4,839-60.9% |
| Participant deferral / active EE | $2,176 | $6,357-65.8% | $5,569-60.9% | $6,342-65.7% |
| Admin fee / account holder | $2,187 | $19,818-89.0% | $16,244-86.5% | $12,315-82.2% |