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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 | $21,615 | $165,399-86.9% | $149,745-85.6% | $158,982-86.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.36% | 348.34%-329.0pp | 276.72%-257.4pp | 302.99%-283.6pp |
| Employer contribution / active EE | $2,377 | $5,105-53.4% | $4,646-48.8% | $4,763-50.1% |
| Participant deferral / active EE | $2,189 | $7,183-69.5% | $6,843-68.0% | $5,983-63.4% |
| Admin fee / account holder | $2,243 | $10,811-79.3% | $9,312-75.9% | $11,252-80.1% |