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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 | $22,426 | $198,457-88.7% | $170,435-86.8% | $147,586-84.8% |
| Participation rate | 95.8% | 88.0%+7.9pp | 83.6%+12.2pp | 82.8%+13.0pp |
| Annual return | 14.36% | 257.30%-242.9pp | 205.94%-191.6pp | 578.59%-564.2pp |
| Employer contribution / active EE | $1,525 | $6,183-75.3% | $5,432-71.9% | $4,876-68.7% |
| Participant deferral / active EE | $1,787 | $5,629-68.3% | $4,939-63.8% | $5,439-67.1% |
| Admin fee / account holder | $3,303 | $16,852-80.4% | $13,881-76.2% | $10,886-69.7% |